Local Financial Advisor at Exeter, CA location

Job Description

Job Description

• Job requires relocation to the Exeter, CA area

In 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 :

In 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. You’ll 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 Duties

Key Traits of a Successful Financial Advisor

Required Qualifications

Job Type : Full-time

Pay : From $65,000.00+ per year w / potential for quarterly bonus pay plus benefits