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Wealth Advisor: Goal- Planning
Job in
Santa Clarita, Los Angeles County, California, 91382, USA
Listed on 2026-02-19
Listing for:
Logix Federal Credit Union
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A financial services institution located in Santa Clarita, California, is seeking a Financial Consultant to meet sales goals by providing investment advice and managing client relationships. Responsibilities include prospecting clients, processing applications, and delivering a range of investment products. Applicants should have a Bachelor's degree and 3 years of experience in the securities industry, alongside necessary licenses and knowledge of financial markets.
The role offers a base pay of USD $52,728.00/Yr.
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