Local Financial Advisor at Exeter, CA location

Job DescriptionJob DescriptionJob requires relocation to the Exeter, CA areaIn the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans.You will love it here if you:Are ScrappyObsessively ServeLive Stronger UnitedBelieve Excellence WinsIn addition, you will be a resource to the senior advisors, delivering a unique client experience through managing, gathering, and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. You will sit in on client meetings with the franchise advisor.This position requires someone with great attention to detail, someone that can establish priorities, and follow timelines to meet deadlines. This position will consistently follow high business and professional ethics standards and legal and regulatory requirements. Youll be provided with plenty of opportunities for growth, including full or senior advisor roles.Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned.Job DutiesPrepare for client meetings focused on planning discussionsPerform case analysis and develop recommendations that will fit the clients risk tolerance, goals, and time frameConduct and/or participate with senior advisors in client meetings to present recommendations and deliver adviceAnswer client questions as it relates to servicing their accountsConduct transactions on behalf of clientsImplement key marketing activitiesAssign and delegate work to other practice team members when appropriateSupport the growth of the practice and perform other duties as assignedKey Traits of a Successful Financial AdvisorAbility to meet with clients and present planning strategiesAbility to source prospective clientsHigh level of interpersonal skillsInitiative in business developmentEntrepreneurial perspective and desire to grow the businessAbility to recommend suitable investment products and servicesSuccess at planning and managing resourcesAbility to adhere to rules and regulationsPositive attitude and sincere willingness to constantly learn and growRequired Qualifications2+ years of similar experience preferredFully licensed, including Series 7, Series 66, and State Life, Accident and HealthJob Type: Full-timePay: From $65,000.00+ per year w/ potential for quarterly bonus pay plus benefits

Created: 2025-04-05