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Certified Financial Planner - Northern California
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- Please note: The FINRA Series 7/66 or 6, 63/65, and Resident Life Insurance license are required.
- This position can be hired at the G2 or F2 band level depending on the candidate's skills and experience.
- You will also receive 8 hours of Lifetime paid time off and 8 hours of Unity Day paid time off.
- As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities.
- Adheres to all firm compliance and supervisory policies, including but not limited to, anti-money laundering/Office of Foreign Asset Control and/or privacy policies and procedures.
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