1 wealth advisor job at 1 company in Modesto, CA

2d
Save
Mark Applied
Hide
Experienced Wealth Advisor
Pleasanton, California, United States
$150k-$500k/yr HybridFull Time
Golden Summit Wealth
Golden Summit Wealth: Provides personalized financial planning and insurance brokerage services.
Securities-licensed advisor with active Series 7 and 66 (or Series 6,63,65), state insurance licenses preferred; proven client development and compliance knowledge; bachelor’s degree preferred.