Financial Planner
2 days ago
Diamond Bar, California, United States
Pathways
Full time
Financial Advisor Role at Pathways ConsultingPathways Consulting is seeking a skilled Financial Advisor to join their team in the Sacramento, CA area. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals through sound investment decisions.
Key Responsibilities:- Provide financial advisory services to clients, including investment guidance and portfolio management
- Work closely with clients to understand their financial objectives and develop tailored investment strategies
- Manage client relationships and maintain up-to-date knowledge of investment products and financial markets
- Assist clients with specific financial needs and structure portfolios accordingly
- Bachelor's degree in a relevant field (highly preferred)
- FINRA Series 7 & 63 licenses
- Strong knowledge and passion for the finance industry
- Excellent communication and interpersonal skills
Pathways Consulting offers a dynamic work environment with direct access to executives and opportunities for professional growth. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.