Wealth Investment Advisor & Portfolio
Listed on 2026-10-06
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Sales
Oak Valley Community Bank in Oakdale, CA is seeking an experienced Investment Representative to provide comprehensive investment guidance, financial planning, and portfolio management services to our clients. This role focuses on developing and managing client relationships and growing a portfolio of investment clients while partnering with internal banking teams to deliver wealth management solutions.
Candidates must hold FINRA Series 7 and Series 63/65 or Series 66 licenses at application
Step into the Wealth Investment Advisor & Portfolio Growth role at Oak Valley Community Bank in Oakdale, CA, United States and grow with us.
The following opening is for a Wealth Investment Advisor & Portfolio Growth with Oak Valley Community Bank.
Our group is growing, and we are hiring a Wealth Investment Advisor & Portfolio Growth in Oakdale, CA, United States.
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