Job Description
Join our dynamic team as a Financial Advisor in Sacramento and take control of your schedule with flexible hours! We empower you to build client relationships while maintaining work-life balance. Our comprehensive compensation structure includes competitive base salary, uncapped commission, and performance bonuses. Enjoy continuous professional development through our industry-leading training programs and cutting-edge digital tools designed to streamline your workflow.
Responsibilities
- Develop personalized financial strategies for clients covering retirement planning, investments, and wealth preservation
- Cultivate long-term client relationships through proactive communication and portfolio reviews
- Analyze market trends and financial data to optimize client investment portfolios
- Meet quarterly sales targets while adhering to FINRA and SEC compliance standards
- Utilize CRM systems to track client interactions and pipeline growth
- Collaborate with cross-functional teams to deliver holistic financial solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and Series 66/65 licenses required (or willingness to obtain immediately)
- 3+ years of financial advisory or sales experience in wealth management
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills and proficiency with financial planning software
- Exceptional communication and presentation abilities
- Self-motivated with ability to thrive in flexible work environment