Associate Financial Advisor — Established Book, In-Office

Capital Advantage, Inc.

Capital Advantage in Walnut Creek is seeking an experienced Associate Financial Advisor to manage an established book of client relationships while delivering comprehensive financial planning and investment advice. This role reports to a Senior Financial Advisor and collaborates with the advisory team. You will develop and implement customized financial strategies, maintain exceptional client service, and contribute to the firm’s growth. #J-18808-Ljbffr Capital Advantage, Inc.

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Vacancy posted 2 days ago

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