Job Description
Join our award-winning wealth management team in Fresno as a Financial Advisor and transform lives through strategic financial planning. We're seeking passionate professionals to serve the Central Valley's growing affluent community with personalized investment strategies, retirement planning, and comprehensive wealth solutions. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that prioritizes client success and professional growth.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Build and maintain strong client relationships through proactive portfolio management
- Analyze market trends to optimize investment strategies and risk mitigation
- Drive business development through targeted networking and referral cultivation
- Stay current on financial regulations and compliance requirements
- Mentor junior advisors while collaborating with cross-functional teams
Qualifications
- FINRA Series 7, 66 (or 63/65) licenses required
- 3+ years of financial services/advisory experience
- Proven track record of meeting/exceeding sales targets
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Valid California Life & Health Insurance license