Remote Associate Financial Advisor: to Lead Advisor
Remote / Online - Candidates ideally in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-01-25
Sacramento, Sacramento County, California, 95828, USA
Listing for:
The 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 investment advisory firm is seeking an Associate Financial Advisor to enhance client relationships and aid Senior VP Financial Advisors through comprehensive financial planning. This position offers a collaborative environment focused on professional growth, with responsibilities that evolve from support to direct client management. The ideal candidate has a CFP certification or is pursuing it, along with a background in financial planning.
Excellent salary and benefits offered for this on-site role in Sacramento.
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Position Requirements
10+ Years
work experience
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