Admissions advisor Jobs in Visalia, CA

Virtual Financial Advisor - HWG Virtual Planning Center

Location : Remote (Work from Anywhere)

Company : Harvest Wealth Group

Company Location : Exeter, CA

About Us

At Harvest Wealth Group, we believe in making our clients feel known, valued, and loved. Our team operates on the Entrepreneurial Operating System (EOS), collaborating to deliver the best possible service. In our Virtual Planning Center, we manage a subset of about 1,000 clients, offering advice to both those just starting and those with more substantial assets to manage. About 50% of these clients are plan participants in retirement plans managed by Harvest Wealth Group.

If you care about building trust, being part of a strong team, and working with clients in a meaningful way, this could be the right fit for you.

Note : This is not a training role. If you are an inexperienced advisor, please consider applying for our Associate Financial Advisor, Paraplanner, or Operations roles.

Core Values

At Harvest Wealth Group, our core values guide everything we do. They are not just words on a wall. If these resonate with you, you might have found your new professional home :

• Scrappy : We choose a fighting spirit to relentlessly push through challenges and obstacles smarter, faster, and against all odds.
• Stronger United : We check our egos at the door! The positive spirit with which we support each other fosters authentic, respectful, and meaningful relationships. We celebrate and embrace our differences. We invest in each other because we win or lose as a team.
• Excellence Wins : We are committed to continually striving to improve and innovate ourselves and our business. We are here to delight, meet, and exceed our team's and clients' highest expectations in everything we do. This gives us the edge.
• Unyielding Integrity : We tell the truth, taking responsibility for our mistakes and failures, and we honor our commitments, even when it is difficult, expensive, or inconvenient.

What Your Work Week Looks Like

Monday : There will be no client meetings. Focus on team meetings and client prep to set up your week for success.

What You'll Be Doing

60% | Client Meetings & Communication : Most of your time with clients. If you're not in a client meeting, you're proactively calling clients to maintain relationships and address their needs, including taking inbound advisory service calls.

30% | Meeting Preparation : Build or update financial plans, review strategies, and solutions, and prepare for your client meetings.

10% | Team Collaboration : Participate in weekly sales meetings, one-on-one meetings with the Sales Director, advisor training sessions, quarterly on-site meetings, and collaborating with the operations team.

What Success Looks Like Here

1. Increased Net Flows

2. New Insurance GDC

3. Financial Plans Sold

Career Growth

If you excel in this role, you will have opportunities to grow within our Virtual Planning Center or move into managing higher-net-worth clients, where you would build a smaller, more focused book of clients (around 200) for deeper engagement.

What We Expect

Tech Stack

Money Guide Pro, Redtail, HubSpot, Kwanti, Nitro, Precise FP, Schwab Institutional, iRebal.

Salary and Benefits

How to Apply

If this sounds like you, we'd love to hear from you. Submit your resume and cover letter through our online portal.