Ghr
Capitola or Salinas or Saratoga or San Jose or Morgan Hill or Santa Cruz or Scotts Valley or Aptos or Los Gatos or Carmel or Monterey or Watsonville or Gilroy or Hollister
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas
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Apply to Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas at GhrJob details
- Location
- Capitola or Salinas or Saratoga or San Jose or Morgan Hill or Santa Cruz or Scotts Valley or Aptos or Los Gatos or Carmel or Monterey or Watsonville or Gilroy or Hollister
- Work type
- Onsite
- Compensation
- $70,000 - $80,000/yr
- Posted
- 1 week ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
Requires Series 7 and 66 (63/65 in lieu of 66), SAFE Act registration, 1+ year investments industry experience, 1+ year financial services or sales experience, high school diploma/GED, strong communication and client advisory skills.
What you'll do at Ghr:
- triaging leads
- building plans
- recommending products
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