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Financial Consultant Financial Advisor

Wealth Planning Consultant

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Consultant to engage directly with clients in California. The successful candidate will build relationships, support clients in their investment decisions, and help navigate complex financial situations. The role requires strong interpersonal skills, a commitment to customer satisfaction, and the necessary FINRA licenses or the ability to obtain them. This position offers a competitive salary and comprehensive benefits including tuition reimbursement and health coverage.
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