Job Description
Are you a driven Financial Advisor looking for a role that offers autonomy and flexibility? Oakland Wealth Solutions is seeking a dynamic professional to join our elite team. We are committed to helping our clients navigate their financial futures with confidence, and we are looking for someone who shares our passion for wealth management.
In this role, you will have the freedom to structure your schedule around your life, while building a thriving practice serving the diverse financial needs of the Oakland community. If you are a results-oriented professional ready to maximize your earning potential while enjoying a healthy work-life balance, we want to meet you.
Responsibilities
- Client Acquisition & Retention: Develop and execute strategies to acquire new clients and deepen relationships with existing ones.
- Financial Planning: Conduct comprehensive financial needs analyses and create personalized investment strategies tailored to each client's unique goals.
- Portfolio Management: Oversee the day-to-day management of client assets, ensuring optimal performance and risk management.
- Market Analysis: Monitor economic trends and market movements to advise clients on asset allocation and wealth preservation.
- Compliance & Reporting: Ensure all advisory activities adhere to FINRA and SEC regulations, and provide regular performance reports to clients.
Qualifications
- Licensure: Series 7 and Series 66 (or Series 65 in CA) licenses required; willing to obtain if not currently held.
- Experience: Minimum of 2-3 years of experience in financial services or wealth management.
- Communication: Exceptional interpersonal skills with the ability to translate complex financial concepts into actionable advice.
- Self-Starter: Highly motivated individual capable of managing a flexible schedule and generating their own leads.
- Education: Bachelor’s degree in Finance, Economics, or Business preferred; CFP certification is a plus.