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Financial Program Manager

cpsLos Angeles, CAMay 17th, 2026
Financial Advisor Educator and Program Manager neededHybrid to Fully Remote - Southern CAAn organization in southern California is looking for a Program Manager who can educate and maintain new and existing financial center clients. This is a unique role that requires an excellent service and client management skillset combined with solid financial product and service offering knowledge, including premiere retirement and investment services.This role will collaborate with the financial center client base in order to provide training, put together practice management tools and workshops that will mutually benefit annual initiatives. This position pays into the six figures and has some excellent benefits.Requirements:Past training and education of financial products and servicesSeveral years client service experienceFINRA licenses Series 7 is a huge plusCompensation:$100,000 - $150,000 target compensation

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