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Telos Capital Management, Inc.
Newport Beach area, California
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Financial Advisor / Financial Planner
Title: Financial Advisor/Financial Planner Overview Be a part of our advisor team and develop and present financial plans, participate in client meetings, and provide follow-up analysis and advisory services to clients. Pursue a career path as a Financial Advisor who will become a crucial member of our financial planning and investment advisory team and be a contributor to our firm's long-term growth. As a professional position, this role does not involve expected sales targets, product sales/ commissions, extensive administrative or intern-like responsibilities. Help fulfill our core purpose of empowering clients to lead impactful lives. Key Responsibilities Support a 5-member advisory team
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