Hybrid Investment & Financial Planning Advisor
Jobtailor
Jobtailor in Hayward, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients’ financial goals. You will triage client leads, refer to internal partners, and meet with clients to review investment goals. You will build financial plans using brokerage products (stocks, bonds, mutual funds, annuities, banking) and recommend strategies while mitigating risk. This role requires licenses and regulatory compliance and offers growth into phone-based #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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