advisor groupFresno, CA
CFP-Licensed Wealth Advisor & Planner
CFP-Licensed Wealth Advisor & Planner
CFP-Licensed Wealth Advisor & Planner
advisor groupFresno, CA
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
Apply for this role →Osaic is seeking a Financial Professional to serve as a trusted advisor, delivering comprehensive financial planning, investment guidance, and wealth management solutions. The role develops client relationships and partners with leadership to support business growth and exceptional service. The position focuses on building personalized plans, presenting tailored recommendations, and collaborating with a team to align strategies with client objectives and regulatory standards.
Also on the board Same function, level within a rung
Level
Senior
Location
Fresno, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday