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Financial Advisor: Holistic Planning & Practice
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-03-11
Listing for:
Tax & Financial Group
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm in California seeks a Financial Advisor to build and manage long-term client relationships. The ideal candidate will have at least 2 years of experience in financial services, possess relevant FINRA registrations, and a state life and health insurance license or the ability to obtain one.
This role offers comprehensive support, including mentorship, training, and resources to foster your advisory practice. Interested candidates are encouraged to apply for this unique opportunity.
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