Job Description
Join our award-winning wealth management team in Bakersfield as a Financial Advisor! We're seeking driven professionals to help clients achieve financial independence through personalized investment strategies, retirement planning, and risk management. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that prioritizes your success.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through proactive communication
- Analyze market trends to recommend optimal investment portfolios
- Conduct retirement planning and estate strategy consultations
- Meet/exceed quarterly sales targets for new client acquisition
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with internal support teams for seamless client service
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7, 66, and CA Life/Health licenses required
- 3+ years of financial services/advising experience
- Proven track record of meeting sales targets
- Strong analytical skills and investment knowledge
- Excellent communication and presentation abilities
- CFP or CFA designation preferred
- Valid California State Securities License