Financial Advisor

📋 Description

• Serve as primary advisor: discovery, planning, and ongoing relationships.
• Build long-term client relationships through trust and high-quality advice.
• Guide clients through complex financial decisions with sound judgment.

🎯 Requirements

• CFP® or ChFC® designation required.
• Must have Series 65 or 66 (Series 7 and Insurance licenses not required).
• Minimum five years of client-facing wealth management experience.
• Operate independently while collaborating within a team.
• Strong leadership presence to mentor and model best practices.
• Proficiency with MoneyGuidePro and Salesforce CRM.

🎁 Benefits

• Medical plans (Blue Shield/Kaiser) for California associates.
• Dental insurance.
• Vision insurance with VSP.
• Flexible spending accounts and HSA with company contribution.
• Generous 401K contributions.
• Flexible working arrangements.