Financial Planner

2 days ago

Diamond Bar, California, United States Pathways Full time
Financial Advisor Role at Pathways Consulting

Pathways 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
Requirements:
  • 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.