Wealth Management Advisor in Victorville CA - Urgent Hire

Full Time 1 week ago
Employment Information

Job Details

Job Overview:

We are seeking a Wealth Management Advisor to join our team in Victorville, California. This role offers training and a path towards obtaining the Certified Financial Planner (CFP) designation.

Job Details:

The Wealth Management Advisor will work closely with clients to develop personalized financial plans and investment strategies to help them achieve their financial goals.

Responsibilities:
  • Conduct financial analysis and create comprehensive plans.
  • Provide investment advice and portfolio management.
  • Assist clients in retirement planning and risk management.
  • Stay updated on financial trends and market changes.
  • Build and maintain strong client relationships.
Requirements:
  • Bachelor's degree in Finance or related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • Series 7 and 66 licenses preferred.
Benefits:
  • Competitive salary and commission structure.
  • Professional development opportunities.
  • Health insurance and retirement benefits.
Other Details:

This position offers a great opportunity for individuals interested in pursuing a career in Wealth Management in Victorville, California. Join our team and make a difference in the financial well-being of our clients.

We look forward to receiving your application and having you contribute to our team!

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