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Workplace Financial Advisor; Hybrid, Sunnyvale
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2025-12-06
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2025-12-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for a Workplace Financial Consultant in Sunnyvale, CA. This role involves providing personalized financial planning and investment advice to clients while promoting engagement in financial programs. A minimum of three years in financial services and the Series 7 and 66 certifications are required. The position combines in-person and virtual interactions, necessitating a strong background in customer service and relationship management.
This is a full-time job with a competitive salary ranging from $90,000 to $140,000 per year.
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