Ghr
Foster City, California
Financial Solutions Advisor - Foster City
Job details
- Location
- Foster City, California
- Work type
- Onsite
- Compensation
- $70,000 - $80,000/yr
- Posted
- 1 week ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
Licenses: Series 7 and 66 (or 63/65 in lieu of 66); 1+ year investments experience; 1+ year financial services or sales; ability to build financial plans; adhere to regulatory due diligence.
What you'll do at Ghr:
- builds financial plan
- triages client requests
- recommends brokerage products
Apply to this Financial Solutions Advisor - Foster City role at Ghr with a tailored resume on ApplyBolt.