California Licensed Financial Advisor
Job Summary
To support a growing practice, the full-time California Licensed Financial Advisor will meet with members to define their financial goals, introduce investment products, and conduct portfolio reviews while working remotely in the Sacramento region.
Key responsibilities
- Meet with members to establish personal and financial goals for individual financial plans
- Introduce non-deposit investment and insurance products while ensuring compliance with relevant regulations
- Conduct periodic portfolio reviews and maintain accurate member-client information
Required qualifications
- Bachelor's Degree in Arts or equivalent experience in the personal investment field preferred
- 3+ years of experience in sales and delivery of personal investment products and services
- At least one year of experience in a financial institution required
Complete Job Description
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