About this role
Associate Advisor - Glendora, CA at Vosberg Wealth Management. Location: Glendora, California, United States. Role: Attend meetings, Develop retirement plans, Maintain client relationships Requirements: Bachelor’s degree; active Series 65/66; Life license; 2–4 years in financial planning; CFP coursework/designation a plus; CRM experience; strong client-facing communication. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuidePro, RightCapital, CRM Certifications: series 65, series 66, life insurance Commitment: Full Time Workplace: Onsite Languages: English