Wealth Strategy Specialist — Client-Focused Advisor
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
North Rock Partners is seeking a client-focused, analytical financial professional to join our Client Experience team. You’ll partner with Advisors to develop, analyze, and deliver personalized financial strategies while supporting the operational execution of client recommendations.
The ideal candidate has 3–5 years of financial services experience, a Series 65 and/or CFP, and proficiency with eMoney, Money Guide Pro , Right Capital, CRM systems, and Microsoft Office.
Are you ready to take on the Wealth Strategy Specialist — Client-Focused Advisor role at Northrock Financial Services LLC?
We are seeking a motivated Wealth Strategy Specialist — Client-Focused Advisor to join Northrock Financial Services LLC in Roseville, CA, United States.
Consider building your career as a Wealth Strategy Specialist — Client-Focused Advisor at Northrock Financial Services LLC.
The Wealth Strategy Specialist — Client-Focused Advisor position in the Finance, Management & Operations field is open for applications.
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