Client Advisory Associate

2 weeks ago


Napa, California, United States Harvest Financial. LLC Full time
Position Overview: Financial Advisor Assistant

As a **Financial Advisor Assistant**, you will be integral in providing exceptional service to our clients. Your responsibilities will include:

  • Conducting meetings with clients to offer tailored financial advice
  • Developing and implementing strategic financial plans
  • Exhibiting a high level of organization and precision in all tasks
  • Maintaining required certifications, including Series 7, 66, and Life Insurance licenses

We are looking for committed professionals who are eager to assist our clients in reaching their financial aspirations through careful planning and execution. If you possess the necessary qualifications and have a passion for delivering outstanding financial guidance, we encourage you to consider this opportunity with **Harvest Financial, LLC**.



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