Pathways ยท 22 hours ago
Financial Advisor (Sacramento CA)
Diamond Bar, CA
Full-time
Onsite
New Grad, Entry LevelPathways Consulting is seeking a Financial Advisor to join their team in Sacramento, CA. The role involves assisting clients in making investment decisions tailored to their unique goals, managing investment portfolios, and maintaining knowledge of financial markets and regulatory requirements.
Individual & Family Services
Responsibilities
Providing financial advisory services to clients
Working with clients to achieve their specific financial goals & objectives
Managing investment portfolios and client relationships
Assisting clients with specific needs and structuring client portfolios accordingly
Maintaining up-to-date knowledge of investment products, various financial markets and regulatory requirements
Qualification
Required
Bachelors Degree highly preferred
FINRA Series 7 & 63
Knowledge and passion for Finance industry
Excellent communication skills
Company
Pathways
For more than 50 years, Clarvida has provided trusted behavioral and mental healthcare services to children and adults throughout the United States.
Founded in 1973
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Cindy Greer
CEO/State Director
Ron Rosenberger
Chief Financial Officer
Recent News
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