Job Description
Join our award-winning financial advisory firm in Santa Ana and transform lives through strategic wealth management. We're seeking a passionate Financial Advisor to build client relationships and deliver personalized financial solutions in a remote-friendly environment. Enjoy flexible work arrangements while making a tangible impact on clients' financial futures. Our collaborative team culture combines cutting-edge technology with human-centric advice to serve diverse communities across Southern California.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Cultivate long-term client relationships through proactive communication and trust-building
- Analyze market trends and regulatory changes to optimize client portfolios
- Collaborate with cross-functional teams on complex financial solutions
- Maintain compliance with FINRA and SEC regulations
- Lead financial literacy workshops for community outreach initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) or Series 7/66 licenses required
- 3+ years of financial advisory experience with client-facing role
- Exceptional communication skills and emotional intelligence
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Proven track record in client acquisition and retention
- Remote work experience with demonstrated self-management abilities