Senior Wealth Advisor - Hybrid
$275,000–$275,000 year
HybridOakland, California, United States
Job Summary
Source and acquire new clients using CPP-generated leads, referral leads, and outbound calling leads through the Wealth Accelerator Process. Follow up with prospects to educate and convert them, then work with current clients to understand goals, analyze financial information, and create long-range financial plans. Maintain a base of valued clients by keeping their plans current, aligning them with goals, and updating Salesforce while researching industry guidelines and market trends. Comply with current policies and procedures for the financial, investment, tax, and insurance industries. This role requires a minimum of 5 years in financial services and FINRA Series 65/66/7 licenses.
Required Qualifications
- At least 5 years of Financial Services industry experience
- At least 3 years of experience as a planning-based Advisor
- FINRA Series 65 License or 7 and 66
- Proficient in MS Office Suite and CRMs
- Located in Oakland, CA
Desired Qualifications
- CFP designation
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.