About this role
Local Financial Advisor at Exeter, CA location at HARVEST WEALTH GROUP. Location: Exeter, California, United States. Role: Manage relationships, Develop opportunities, Coordinate planning Requirements: Active Series 7 & 66 (or equivalent); prior wealth management advisory experience; ability to manage a book with service and sales responsibility; strong client communication and process adherence. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English