Job Description
Are you a results-driven Financial Advisor looking for the perfect work-life balance? Oakland Financial Group is seeking a dynamic professional to join our elite team. We pride ourselves on a culture of autonomy and flexibility, offering a schedule tailored to your lifestyle while providing the resources to scale your client base.
As a Financial Advisor with us, you will have the freedom to manage your own portfolio while receiving world-class support in marketing, technology, and compliance. If you are passionate about helping clients achieve financial freedom and want a role that adapts to you, we want to hear from you.
Responsibilities
- Analyze client financial situations to develop comprehensive wealth management strategies tailored to individual goals.
- Manage and grow a diverse portfolio of clients within the Oakland metro area and remote locations.
- Provide expert consultation on retirement planning, tax-efficient investing, and estate planning.
- Conduct regular portfolio reviews and market analysis to maximize returns.
- Ensure strict adherence to FINRA and state regulatory compliance standards.
- Build and nurture long-term relationships through exceptional client service and communication.
Qualifications
- Minimum of 3-5 years of experience in financial services or related field.
- Series 7 and Series 66 licenses (or willingness to obtain within 6 months).
- Bachelor’s degree in Finance, Economics, Business Administration, or equivalent professional experience.
- Strong interpersonal skills with a focus on trust and integrity.
- Proficiency in financial software and CRM tools.
- Demonstrated ability to work independently in a flexible, remote-capable environment.