More jobs:
Wealth Advisor, Hybrid: Client Portfolio
Job in
Fullerton, Orange County, California, 92632, USA
Listed on 2026-01-12
Listing for:
e.Dexter S.p.A.
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A financial services company is seeking a Financial Advisor, Wealth Management in Fullerton, CA to manage an existing book of business and develop new client relationships. The role involves providing comprehensive financial planning solutions to the credit union’s members and requires a valid FINRA license and at least 3 years of client-facing sales experience. This position promotes a hybrid work arrangement and offers a base salary plus commission.
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