Job Description
We're urgently seeking a dynamic Financial Advisor to join our elite team in Fresno, CA. Help clients build lasting wealth through personalized financial planning, investment strategies, and retirement solutions. This is a high-impact role with uncapped earning potential and comprehensive support. If you're passionate about transforming lives through financial expertise, apply today to start your journey with industry leaders.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Manage investment portfolios and monitor market performance
- Acquire new clients through strategic networking and referrals
- Conduct retirement planning and risk mitigation consultations
- Maintain compliance with FINRA and SEC regulations
- Leverage CRM systems for client relationship management
- Collaborate with tax and estate planning specialists
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (required)
- 3+ years of financial advisory or sales experience
- Proven track record of meeting sales targets
- Strong analytical and presentation skills
- Excellent communication and negotiation abilities
- CFP designation or willingness to pursue
- Valid California state securities registration