Financial Advisor Job at AppleOne Employment Services, Fresno, CA

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  • AppleOne Employment Services
  • Fresno, CA

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • FINRA Series 65/66 and or Series 7
  • Excellent interpersonal skills
  • Pay is depending on experience

Apply today to Kim Tate at 559-435-8762 or Ktate@appleone.com

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