Independent Financial Advisor

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“Financial Advisor Opportunity – Mentorship, Growth, and Partnership in Northern California.”

We are seeking a Financial Advisor (3+ years of experience) to join our growing practice in Northern California. This unique opportunity offers direct partnership with a highly successful advisor with over 25 years of experience , including mentorship from a top female advisor recognized for her leadership and client success.

What’s Offered:

️ Clear path to partnership

️ Mentorship and professional development

️ Opportunity to specialize in the 403(b) market (educators & nonprofits)

️ Entrepreneurial environment with growth potential

If you are driven, client-focused, and looking for more than just a role — but a career path with ownership potential — we’d love to connect.

Please message me directly or share your resume to learn more.

Khai Le

Branch Manager | Wealth Advisor

P:312.883.8924

E:

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC.

WealthGuide Advisors and the above firms are independent and non-affiliated.

IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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