Financial Advisor

📋 Description Serve as primary advisor: discovery, planning, and ongoing relationships. Build long-term client relationships through trust and high-quality advice. Guide clients through complex financial decisions with sound judgment. 🎯 Requirements CFP® or ChFC® designation required. Must have Series 65 or 66 (Series 7 and Insurance licenses not required). Minimum five years of client-facing wealth management experience. Operate independently while collaborating within a team. Strong leadership presence to mentor and model best practices. Proficiency with MoneyGuidePro and Salesforce CRM. 🎁 Benefits Medical plans (Blue Shield/Kaiser) for California associates. Dental insurance. Vision insurance with VSP. Flexible spending accounts and HSA with company contribution. Generous 401K contributions. Flexible working arrangements.