Client-First Financial Solutions Advisor
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-09-07
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Jobtailor seeks a Financial Solutions Advisor learner to obtain SIE within 30 days and licenses (Series 7/66, or 63/65 in lieu). You will build client relationships, assess financial needs, and recommend tailored investment and banking solutions in a fast-paced environment.
You’ll train at a financial center and may transition to a phone-based capacity before a permanent center is determined, progressing toward FSA Stage II after licensing success.
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