**Financial Advisor**
The Financial Advisor delivers investment guidance to clients through careful analysis of their financial situations and suggesting appropriate products to align with their objectives. This role involves overseeing client portfolios, performing thorough due diligence, and maintaining adherence to regulatory requirements. Applicants should possess at least a high school diploma or GED, although a bachelor’s degree is preferred. Essential qualifications include possession of FINRA Series 7, 63, and 65 or 66 licenses, as well as a California life, health, and disability insurance license.
