Junior Financial Advisor: Growth in Planning & Investments

NYL - Los Angeles, CA; Los Angeles (CA); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

WizeHire, Inc. in Los Angeles invites applications for an entry-level financial advisor role focused on helping clients reach their financial goals through comprehensive planning services, including risk management, estate planning, debt and investment management.

You will develop practical skills across real estate, retirement planning, mutual funds, and investment options while delivering excellent client service and building a foundation for professional growth.

Qualifikationen

• Entry-level financial advisor role with growth potential.
• Exposure to risk management, estate planning, debt and investment management.
• Strong client service orientation and willingness to start the application process.

Aufgaben

• Identify and help clients achieve their financial goals through planning services.
• Support clients across risk management, estate planning, debt repayment, and investment strategies.
• Collaborate with the team to deliver comprehensive financial planning services.

Jobbeschreibung

WizeHire, Inc. in Los Angeles invites applications for an entry-level financial advisor role focused on helping clients reach their financial goals through comprehensive planning services, including risk management, estate planning, debt and investment management.

You will develop practical skills across real estate, retirement planning, mutual funds, and investment options while delivering excellent client service and building a foundation for professional growth.