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Lead Servicing FA Series | Client
Job in
Exeter, Tulare County, California, 93221, USA
Listed on 2026-01-20
Listing for:
Harvest Wealth Group
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A growing financial planning firm in Exeter, CA, is seeking a Servicing Financial Advisor to manage approximately 200 clients. This role involves relationship management, client service execution, and opportunity identification. The ideal candidate will have 3+ years of experience in financial planning or advisory support and hold relevant licenses such as Series 7 and 66. The firm values self-motivated, detail-oriented professionals who thrive in a collaborative environment.
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