Torrance, California
•
4d ago
About the Role Are you an experienced Financial Advisor who loves serving clients but doesnt enjoy prospecting or cold calling? Were seeking a dedicated Financial Advisor to step into an existing book of warm client relationships and help manage and grow those relationships in a collaborative, professional CPA office environment with no cold calling required. What Youll Do Client Management Manage and deepen relationships with an existing portfolio of clients Assess clients financial goals, r
Easy Apply
Full-time
100000 - 110000















