Job Description
Are you a driven professional looking to make a tangible impact in the lives of individuals and families in Bakersfield? Meridian Financial Group is seeking a talented Financial Advisor to join our elite team.
We offer a competitive high-commission structure, top-tier mentorship, and the resources you need to build a thriving practice. If you are ready to start your career tomorrow, we want to hear from you.
Why Join Us?
• Proven track record of sales performance or internship experience in finance.
• Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce, Redtail).
• Self-motivated with a strong drive for professional development.
• Valid driver’s license and reliable transportation.
Responsibilities
- Conduct comprehensive financial needs analyses for new and existing clients.
- Develop and present tailored financial plans, including investment strategies, retirement planning, and risk management.
- Manage and grow client portfolios through ongoing portfolio reviews and market analysis.
- Market and prospect for new business within the Bakersfield community.
- Ensure strict compliance with FINRA regulations and internal policies.
- Maintain accurate records in the CRM system and prepare necessary documentation.
- Collaborate with the wealth management team to provide holistic financial solutions.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain within 6 months).
- Bachelor’s degree in Finance, Business, or related field preferred.
- Strong interpersonal and communication skills with the ability to build trust quickly.
- Proven track record of sales performance or internship experience in finance.
- Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce, Redtail).
- Self-motivated with a strong drive for professional development.
- Valid driver’s license and reliable transportation.