CFP Series 65 Adviser — Build Client Wealth & Growth
Solera Asset Managers and Insurance Agency
Solera Asset Managers and Insurance Agency invites you to apply for the position of Series 65 Adviser in Granite Bay, CA. This role requires strong expertise in investment strategies and client management. You will provide tailored financial planning services while ensuring compliance with relevant regulations. The ideal candidate will have a CFP designation, a valid Series 65 license, and a commitment to ethical practices and client confidentiality. Join a dynamic team dedicated to client success. #J-18808-Ljbffr Solera Asset Managers and Insurance Agency
Vacancy posted 20 hours ago
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