About this role
Financial Advisor at undefined. Location: San Diego, California, United States. Role: Propose solutions, Develop plans, Provide guidance Requirements: Bachelor's degree; 5+ years as financial advisor; FINRA Series 7 and 63/65/66; California life license for variable contracts; clean CRD/U4; CFP preferred or pursuing; familiarity with Salesforce and eMoney; strong communication; travel ability; ability to work independently. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, eMoney, Microsoft Office Certifications: series 7, series 63, series 65, series 66, california life insurance (variable contracts) Commitment: Full Time Workplace: Onsite Languages: English