Job Description
Join our award-winning wealth management firm in Oakland's thriving financial district and transform lives through strategic financial planning. We're seeking passionate Financial Advisors to help clients achieve their long-term wealth goals while building a rewarding career with uncapped earning potential. Enjoy competitive benefits, continuous professional development, and a collaborative environment where your expertise drives real impact.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain strong client relationships through regular portfolio reviews and market insights
- Exceed sales targets by identifying new business opportunities and referral networks
- Ensure strict compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team growth initiatives
- Leverage CRM systems to track client interactions and pipeline progress
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and CA state life/health licenses required
- 3+ years experience in financial services or wealth management
- Proven track record of meeting sales targets and client retention
- Exceptional communication and presentation skills
- Strong analytical abilities with market trend interpretation
- Certified Financial Planner (CFP) designation a plus