Wealth & Risk Advisor Middle- Clients
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Talentify in Sacramento seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend appropriate financial solutions.
The role involves identifying markets, prospecting in the field, and scheduling in-person meetings to sell insurance and investment products while maintaining accurate client records and ensuring compliance.
We have an opening for a Wealth & Risk Advisor for Middle-Income Clients in Sacramento, CA, United States within Finance, Sales.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth & Risk Advisor for Middle-Income Clients role in the description above.
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