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Financial Advisor

Job

AppleOne Employment Services

Fresno, CA (In Person)

Full-Time

Posted 2 weeks ago (Updated 2 days ago) • Actively hiring

Expires 7/3/2026

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Job Description

Financial Advisor at AppleOne Employment Services Financial Advisor at AppleOne Employment Services in Fresno, California Posted in 9 days ago.
Type:
full-time
Job Description:
TITLE:
FINANCIAL ADVISOR ABOUT THE JOB
We are seeking experienced candidates to apply for a Financial Advisor position for a wealth management company in Fresno. You will be responsible for meeting with clients to review current financial status and provide strategic advice on financial planning, investments, educating them on products and services to reduce debts and maximize profitability and reach financial goals.
PERKS & BENEFITS
Paid Vacation and Sick time Medical, Dental/Life Insurance 401k available
SKILLS & QUALIFICATIONS
Proficiency with Microsoft Word, Outlook and advanced Excel. Minimum 2-5+ years of experience in a Financial Advisor role is highly desired BA/BS college degree is a plus. Preferably have a Financial Advisor license. Strong knowledge on financial products, stocks, bonds, insurance plans, market research/trends, federal regulations and compliance, preparing financial documents/reports and working with related software programs. Strong customer service and communication skills
HOW TO APPLY
Send a Microsoft Word version of your resume to Kristin Sweeney at AppleOne kristins@appleone.com