Associate Advisor: Path to Lead Financial Planner
Vosberg Wealth Management
Vosberg Wealth Management, based in Glendora, CA, seeks a driven Associate Advisor to enhance client interactions and financial planning. This role involves active participation in client meetings, developing retirement plans, and nurturing long-term client relationships. Ideal candidates will have 2-4 years in financial planning, hold a Series 65 or 66 license, and demonstrate strong communication and organizational skills. Growth opportunities to advance as a Financial Planner will be provided alongside a supportive team environment. #J-18808-Ljbffr Vosberg Wealth Management
Vacancy posted 1 day ago
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