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

Onsite$70,000 - $80,000/yrPosted 1 week ago

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Job 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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About Ghr

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