Financial Advisor (Sacramento CA)

Diamond Bar, CA - USA

Monthly Salary: Not Disclosed

Posted on: 23 hours ago

Vacancies: 1 Vacancy

Job Summary

Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. If youre interested please read on and send in your resume.

In this role you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus. The client is looking to add a Financial Advisor member to their team who can deliver thoughtful intelligent and insightful investment guidance through goal based planning. The organizational structure provides direct access to executives within the firm.

Providing financial advisory services to clients
Working with clients to achieve their specific financial goals & objectives
Managing investment portfolios and client relationships
Assisting clients with specific needs and structuring client portfolios accordingly.
Maintaining up-to-date knowledge of investment products various financial markets and regulatory requirements

WHAT YOU WILL NEED TO QUALIFY:

Bachelors Degree highly preferred
FINRA Series 7 & 63
Knowledge and passion for Finance industry
Excellent communication skills

Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. If youre interested please read on and send in your resume.In this role you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique go...