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Wealth & Investment Advisory Specialist
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-07-23
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor in Santa Rosa, CA is seeking an experienced financial professional to provide comprehensive advice and develop customized financial plans for clients.
You will triage leads, meet clients to review goals, build plans and refer opportunities within a busy investments practice.
Candidates should hold a Series 7 and 66 (63/65 in lieu), with at least one year in financial services or investments; CFP or CRPC designations are a plus.
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