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A financial services company in California is seeking a Financial Professional to educate clients on financial matters and help them navigate their unique lives. This remote position provides all necessary training, and no prior experience in finance is needed. The role involves assisting clients, leveraging technology for excellent service, and adhering to regulatory guidelines. If you have a passion for helping others and ambition to succeed, this may be the perfect opportunity for you. You will enjoy flexible scheduling and support for your state licensing exam.

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Level

Mid L4

Location

San Diego, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

6 days ago

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