Job Details

A respected Registered Investment Advisor in Sacramento is seeking an Associate Financial Advisor to provide support to Senior VP Financial Advisors and assist in managing client relationships. The role involves building financial plans, identifying tax strategies, and gradually taking ownership of client portfolios. Ideal candidates will have 25 years in financial planning or investment management, be actively pursuing CFP certification, and possess strong analytical skills. This position offers a competitive salary and benefits, with opportunities for growth into a lead advisory role.

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