Job Description
Join our award-winning financial advisory team in Fresno and transform lives through expert wealth management. We're seeking motivated professionals to start immediately in a commission-driven role with uncapped earning potential. Enjoy comprehensive training, cutting-edge tech tools, and a supportive culture focused on client success. Our clients in California's Central Valley deserve personalized financial strategies – be the expert they trust.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular consultations
- Analyze market trends and recommend investment portfolios
- Drive new business acquisition through strategic networking
- Comply with FINRA regulations and ethical standards
- Utilize CRM systems to track client portfolios and performance
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 or 66 securities license (or ability to obtain immediately)
- 3+ years experience in financial services or sales
- Proven track record in client relationship management
- Exceptional communication and presentation skills
- Ability to pass background check and credit verification