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Remote Servicing Financial Advisor — Lead FA; Series
Remote / Online - Candidates ideally in
Exeter, Tulare County, California, 93221, USA
Listed on 2026-01-12
Exeter, Tulare County, California, 93221, USA
Listing for:
HARVEST WEALTH GROUP
Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial planning firm in Exeter, CA is looking for a Servicing Financial Advisor. In this role, you will manage relationships for approximately 200 clients, ensuring they feel valued and informed. Responsibilities include preparing financial plans, facilitating client meetings, and identifying planning opportunities. Candidates must have Series 7 and 66 licenses and experience in financial planning or advisory support. The role offers a salary of $100,000 to $130,000 plus bonuses and a focus on team collaboration and client success.
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