Workplace Financial Advisor — In-Person Planning & Workshops

A leading financial services company is seeking a Workplace Financial Consultant in Sunnyvale, CA. This role involves engaging with plan participants, providing 1:1 financial planning and investment advice both virtually and in-person. Candidates should have 3 years of financial service experience and a Bachelor’s degree. Compensation is competitive with a salary range of $90,000 to $140,000 annually, along with a hybrid work model and a wealth of benefits to support employees’ needs.
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