Wealth Investment Advisor & Portfolio
Listed on 2026-11-04
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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
Are you ready to take on the Wealth Investment Advisor & Portfolio Growth role at Oak Valley Community Bank?
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Oakdale, CA, United States.
This opportunity is part of our work in Finance, Sales.
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