Client-Focused Financial Planner & Strategy Advisor
Jobtailor
Jobtailor in Los Angeles, CA seeks a financial professional to engage with clients, understand goals, and develop comprehensive financial plans including investments, insurance, and retirement. You will monitor plans, adjust strategies, and build a client network through referrals and professional associations. A bachelor's degree is preferred, licenses such as Series 6, 63, and state licenses are encouraged; sponsorship available. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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