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AppleOne
Financial Advisor Assistant
Career Insights for Financial Planner / Investment Consultant
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Based on California data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,308 / year median in California
-0% projected decline
Job Description
Job Summary A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor Support Specialist to join its team. This direct hire opportunity is ideal for a detail-oriented financial services professional with 1 to 2 years of experience who enjoys client service, relationship management, and supporting financial advisors. Working closely with the Financial Advisor, this role assists with client communications, meeting preparation, account administration, and financial planning support. The ideal candidate is organized, professional, and committed to delivering an exceptional client experience in a collaborative team environment.