Job Description
Join our award-winning team in Fresno's thriving financial sector! We're urgently seeking dynamic Financial Advisors to help local families and professionals achieve their wealth goals. Enjoy uncapped commission potential, comprehensive benefits, and industry-leading training in California's Central Valley. Apply today to start your career in finance!
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios across stocks, bonds, and retirement accounts
- Conduct market research and economic trend analysis
- Build client relationships through networking and referrals
- Maintain compliance with FINRA and SEC regulations
- Mentor junior advisors on portfolio management strategies
- Present quarterly performance reviews to clients
Qualifications
- Bachelor's degree in Finance, Economics, or Business (MBA preferred)
- Series 7, 66, and CA Life & Health licenses required
- 3+ years of financial advisory experience
- Proven track record of meeting sales targets
- Strong knowledge of tax-advantaged investment vehicles
- Excellent communication and presentation skills
- CFP designation or willingness to pursue within 12 months