Job Description
Join our award-winning financial advisory team in Stockton, CA, where we value work-life balance and client success. As a Financial Advisor with flexible scheduling options, you'll empower clients to achieve their financial goals through personalized investment strategies, retirement planning, and wealth management solutions. We offer competitive compensation, comprehensive benefits, and ongoing professional development in a supportive environment.
Responsibilities
- Develop and implement comprehensive financial plans for individual and business clients
- Build and maintain long-term client relationships through regular portfolio reviews
- Analyze market trends and economic factors to optimize investment portfolios
- Drive new client acquisition through targeted networking and digital marketing
- Stay current with financial regulations and compliance requirements
- Collaborate with internal teams to deliver holistic financial services
- Utilize CRM systems to track client interactions and manage pipeline
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 and Series 66/65 licenses required
- 3+ years of financial advisory or wealth management experience
- Proven track record of meeting sales targets and client growth
- Strong analytical skills with ability to translate complex financial concepts
- Excellent communication and interpersonal skills
- Self-motivated with ability to work independently with flexible hours
- CFP or CFA designation preferred