Associate Financial Advisor- to Lead Advisor Remote
Remote / Online - Candidates ideally in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-01-25
Sacramento, Sacramento County, California, 95828, USA
Listing for:
Judson Group
Remote/Work from Home
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A respected Registered Investment Advisor in Sacramento is seeking an Associate Financial Advisor to provide support to Senior VP Financial Advisors and assist in managing client relationships. The role involves building financial plans, identifying tax strategies, and gradually taking ownership of client portfolios. Ideal candidates will have 2–5 years in financial planning or investment management, be actively pursuing CFP® certification, and possess strong analytical skills.
This position offers a competitive salary and benefits, with opportunities for growth into a lead advisory role.
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Position Requirements
10+ Years
work experience
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