Financial Advisor
Allworth Financial
- Salary
- $100k - $150k
- Experience
- 3+ yrs
- Location
- Walnut Creek, California, United States
- Job type
- Full-time
About the role
CFP or ChFC designation required; Series 65 or 66 required; 3+ years client-facing financial planning or wealth management experience; proficiency with financial planning tools and CRM systems.
About Allworth Financial
Private registered investment advisory firm providing retirement, investment, and wealth planning to individuals and retirement plans.
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