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Financial Consultant Financial Advisor

Remote Financial Advisor: Retirement & Investment Guidance

Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95199, USA
Listing for: Alight Solutions
Remote/Work from Home position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading benefits consulting firm based in California is seeking an Investment Advisor to assist clients with financial planning. This role involves receiving inbound calls from retirement plan participants and making outbound calls to discuss financial advisory programs. The ideal candidate has experience in investment advisory services and must have Series 65 or 66 certification. The position offers a comprehensive total rewards package and flexible working arrangements.
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