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Financial Consultant Financial Advisor

Insurance Financial Planner - Retirement & Investments

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: CSQ Technologies Inc.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A financial services company in San Francisco seeks an Insurance Financial Advisor to provide tailored guidance and develop financial and retirement plans. The advisor will analyze client needs, recommend suitable insurance and investment products, and ensure compliance with regulations. This full-time role requires strong analytical, interpersonal, and communication skills along with a bachelor's degree in a relevant field. Certifications like CFP are an advantage.
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