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Investment Consultant: Path to Financial Advisor
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-03-13
Listing for:
Fairygodboss
Full Time
position Listed on 2026-03-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
This role offers the opportunity to learn and grow within the company's Branch Network, providing exposure to becoming a Financial Consultant. Responsibilities include making proactive calls to existing clients to build a book of business, learning from experienced professionals, and delivering exceptional service. Candidates should hold a Series 7, Series 66, and Life and Health Insurance license, with a passion for financial products and client relationships.
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