Lead Financial Advisor - Pleasanton

Only for registered members Pleasanton, United States

1 week ago

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Job summary

We are seeking a Lead Financial Advisor to join our team in Pleasanton CA This role involves building financial plans for new clients providing superior customer service and expertise meeting individual and team goals We like to say Advisors Advise we Advertise If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing excellent client service then this may be the right opportunity for you


Responsibilities

  • Prepare present and implement customized financial plans
  • Assist clients with annuities life long-term care and managed money
  • Provide financial planning advice including investment insurance and retirement
  • Develop manage and retain strong client relationships

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