Wealth Manager

One Golden Stone Life Insurance Agency is a life insurance general agency offering FWD products and services. Our mission is to educate people on how to manage their finances effectively. Our team consists of over 250 licensed financial consultants, predominantly Millennials and Gen Zs. We foster a familial environment and are dedicated to ensuring everyone's success and a brighter future through financial planning. Role Description This is a full-time on-site role located in Santa Maria for a Financial Wealth Planner. The Financial Wealth Planner will be responsible for providing personalized financial planning services, managing investment portfolios, and advising clients on various investment opportunities. This includes assessing clients' financial statuses, developing customized plans, and helping clients make informed financial decisions. The role also involves staying updated on financial products and market trends, and ensuring compliance with policies and regulations. Qualifications Graduate of any Bachelor's Degree or Finished 2nd Year College with 2 years working experience Can work at least 2‑3hrs a day Willing to attend free online Trainings (Via Zoom) Strong analytical and problem‑solving skills Ability to work independently and as part of a team Seniority level Entry level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr