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CFP Series Adviser — Build Client Wealth & Growth
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-08-24
Listing for:
Solera Asset Managers and Insurance Agency
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Solera Asset Managers and Insurance Agency invites you to apply for the position of Series 65 Adviser in Granite Bay, CA. This role requires strong expertise in investment strategies and client management. You will provide tailored financial planning services while ensuring compliance with relevant regulations.
The ideal candidate will have a CFP designation, a valid Series 65 license, and a commitment to ethical practices and client confidentiality. Join a dynamic team dedicated to client success.
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