Job Description
Are you a driven professional looking to maximize your earnings while making a real impact in the community? Riverside Financial Group is seeking a top-tier Financial Advisor to join our expanding team in Riverside, CA. We offer a lucrative commission-based structure with a competitive base salary, designed for those who excel in sales and wealth management.
Why Join Us?
- High Income Potential: Our top producers earn six figures annually.
- Modern Technology: Leverage cutting-edge CRM tools and investment platforms.
- Growth Opportunities: Clear path to leadership and partnership.
Take the next step in your career and help clients secure their financial future.
Responsibilities
- Build and maintain relationships with new and existing clients to understand their financial goals.
- Develop comprehensive financial plans, including investment strategies, retirement planning, and insurance needs.
- Conduct regular portfolio reviews and market analysis to optimize client assets.
- Drive sales growth by identifying cross-selling and up-selling opportunities within your book of business.
- Ensure strict compliance with all FINRA regulations and internal policies.
- Present complex financial concepts in a clear, understandable manner.
Qualifications
- Minimum of 2 years of experience in financial services, sales, or related fields.
- Series 7 and Series 66 (or 63) licenses required; willing to obtain within 3 months.
- Bachelor’s degree in Finance, Economics, or Business preferred.
- Strong communication skills and a client-centric mindset.
- Ability to work independently and meet aggressive sales targets.
- Valid driver’s license and willingness to travel for client meetings.