Personal Financial Advisor

The Nee Agency Arcadia,, CA Full-time Finance

Posted on March 12, 2023

The Nee Agency Personal Financial Advisor Personal Financial Advisor w/ M.S. in finance or rltd. fields wanted by insurance co. 6 mos. exp. in finance rltd. occups. req'd. Advise clients on fin'l. planning, risk & invest. mgmt., assess clients’ fin'l. conditions, prep. presentations, recomm. insurance & fin'l. prods., dvlp. client relationships, identify mkt. trends, rsrch. on fin'l. mkts. Salary: $85,500/yr. Jobsite: Arcadia, CA. Send resume to: The Nee Agency, 55 E Huntington Dr, Ste 219, Arcadia, CA 91006. Arcadia, CA