Financial Advisor
Tidemark Financial Partners
San Diego, CA
Full-time
Finance
Posted on July 12, 2020
Tidemark Financial Partners Financial Advisor
Financial Advisor
Tidemark Financial Partners is looking for a qualified candidate to fill their open Financial Advisor position!
Duties:
- Develop marketing strategies via social media platforms
- Providing clients with information and advice their cash flows, investments, and financial plans
- Review clients’ accounts regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment
Requirements:
- Series 7, Series 66, and California Life licenses
- Bachelor's degree in Financial Services or Finance
- Experience in customer service
Tidemark Financial Partners is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.