Financial Advisor (Sacramento CA)
Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. If you're 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
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