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Wealth Advisor: Custom Investment & Insurance Solutions
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-09-05
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-05
Job specializations:
-
Sales
Insurance Sales, Financial Sales -
Finance & Banking
Insurance Sales, Financial Sales
Job Description & How to Apply Below
Jobtailor is seeking a licensed investment sales professional to manage a branch-based book and deliver NDIPs and insurance solutions. You will build relationships with branch staff, provide holistic financial planning, and drive referrals while meeting sales goals in a compliant environment.
The role requires active Series 7/63/65/66 where applicable, an active life license, and strong communication. Candidates should bring at least 2 years of sales experience and a customer-focused approach.
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