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Wealth Advisor: Holistic Financial Solutions
Job in
El Cerrito, Contra Costa County, California, 94530, USA
Listed on 2026-01-20
Listing for:
LPL Financial
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services company seeks a dedicated Wealth Advisor in California to deliver investment products and services to clients. The ideal candidate should have at least two years of investment sales experience, excellent communication skills, and maintain necessary FINRA licenses. Responsibilities include providing tailored financial solutions, building relationships with branch staff, and achieving sales goals. This position offers a competitive salary range of $68,640 - $80,000 annually, depending on experience and skills.
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