Our client is a dynamic and forward-thinking financial services firm dedicated to providing exceptional wealth management and financial planning services. We pride ourselves on our client-centric approach and commitment to delivering tailored financial solutions. We are seeking a motivated Junior Financial Advisor to join our team and contribute to our mission of helping clients achieve their financial goals.
Responsibilities
- Help identify and pursue opportunities to bring in new business and assets through networking, prospecting, and leveraging existing client relationships.
- Assist in developing and maintaining strong relationships prospective and new clients, providing support for financial planning and investment management services.
- Support comprehensive financial planning, including retirement planning, investment strategy, estate planning, and risk management under the guidance of senior advisors.
- Stay current with industry trends, market conditions, and regulatory changes to assist in providing informed advice and guidance to clients.
- Work collaboratively with internal teams, including compliance, operations, and marketing, to ensure seamless delivery of services and solutions.
- Support the achievement of individual and team performance targets and goals.
Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- 1-2 years of experience in a financial services with a strong interest in financial planning
- Proven sales experience
- Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and team members.
- Self-motivated, goal-oriented, and eager to learn and develop in the financial services industry.
Compensation
- $60-90k salary with significant performance-based incentives.
- Comprehensive benefits package, including health, dental, and vision insurance.
- Retirement savings plan with company match.
- Professional development opportunities and support for continuing education and certifications.
- Flexible work environment and work-life balance initiatives.
Top Skills
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
