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Wealth Solutions Advisor | Financial Planning & Investments
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-22
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor in San Jose seeks a seasoned financial advisor to provide comprehensive wealth management guidance and customized solutions. You will meet clients, review goals, and build detailed financial plans aligned with their short- and long-term objectives.
The role involves recommending brokerage strategies, triaging leads, and expanding the client base through referrals within a dynamic financial services environment.
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