Investment & Financial Planning Advisor
Jobtailor
Jobtailor seeks a licensed financial professional to join our client‑focused team in California. You will plan short‑ and long‑term financial goals with brokerage products, build tailored plans, and provide ongoing guidance to diverse clients. You will also triage requests, refer to internal specialists, maintain regulatory compliance, and actively develop new client relationships through referrals, while meeting performance targets in a dynamic environment. #J-18808-Ljbffr Jobtailor
Vacancy posted more than 2 months ago
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