Santa Ana, California, 92701
Job description
Oversee the management of member referrals and current investment portfolios, while performing financial assessments to assist members in reaching their objectives. Develop tailored financial strategies and propose investment and insurance options, ensuring compliance in documentation. A minimum of two years of experience in investment offerings, wealth management, or insurance is required. Applicants must possess FINRA Series 7 and Series 66 (or 63 & 65) credentials.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
