Job Description
Join our award-winning team at Wealth Management Solutions as a Financial Advisor in Bakersfield, CA! We're seeking passionate professionals to transform lives through personalized financial planning. Enjoy uncapped earning potential, comprehensive training, and a culture that prioritizes your growth. Our advisors average 85% client retention and receive industry-leading benefits including health insurance, 401k matching, and paid CE credits. Build your legacy while empowering Kern County residents to achieve financial independence.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Generate $1M+ annual revenue through investment portfolio management
- Lead educational workshops on retirement planning and wealth preservation
- Build and maintain strategic partnerships with local businesses
- Utilize CRM systems to track client progress and opportunities
- Stay current on FINRA regulations and industry best practices
Qualifications
- Series 7 and 66/63 licenses (required)
- 3+ years financial services experience with proven track record
- CFP or CFA designation preferred
- Strong presentation skills with ability to explain complex concepts
- Experience with financial planning software (MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Business, or related field
- Excellent networking abilities in Bakersfield community