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Wealth Advisor: Investment Solutions & Client
Job in
Oakland, Alameda County, California, 94616, USA
Listed on 2026-03-01
Listing for:
LPL Financial
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Advisor to deliver personalized investment products and services. The candidate must have at least two years of investment sales experience and should maintain necessary licenses such as Life Insurance, Series 7, and Series 63/65/66. This role focuses on providing comprehensive financial solutions while ensuring regulatory compliance and excellent customer service. Ideal candidates thrive in fast-paced environments and are strong collaborators.
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