3 wealth management jobs at 3 companies in Soledad, CA
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
3w
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Merrill Performance Coach
Toms River or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Cincinnati or Dallas or Charlotte or Los Angeles or Saint Helena or White Plains or Columbia or Tucson
$140k-$207k/yr OnsiteFull Time
10+ YOE10+ years coaching/consulting experience in wealth management, proven experience coaching senior leaders, deep product and practice management knowledge, SIE and Series 7 required or to be obtained, ability to travel ~40-50%.
3d
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Business Development Officer
San Francisco or Walnut Creek or Menlo Park or San Jose or Sacramento or Carmel or Marin County or San Mateo or Los Gatos or Napa or Palo Alto
$140k-$180k/yr OnsiteFull Time
Requires wealth management knowledge, presentation and planning skills, critical thinking, organization, and Series 7/66 or Series 7/63/65 licenses; local branch travel may be required.
Artificial Intelligence (AI)