Guided Solutions Financial Advisor

📋 Description

• Primary advisor to a high-volume client base
• Lead discovery conversations and ongoing relationship management
• Provide planning discussions and guidance using the firm’s tools

🎯 Requirements

• CFP® or ChFC® designation is a plus but not required
• Must have Series 65 or 66
• 1-3 years of client-facing wealth management or financial planning
• Ability to work independently and with a team
• Strong leadership, emotional intelligence, and discretion
• In-office, team-oriented environment

🎁 Benefits

• Competitive base pay and extensive benefits package
• Healthcare options including Blue Shield, Kaiser
• Dental, Vision, and supplemental benefits
• Flexible working arrangements and 401K contributions
• Equity Purchase Program eligible for certain employees
• Future growth opportunities within the company