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SF
Strong Financial Services
Junior Financial Advisor
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Planner / Investment Consultant
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,308 / year median in California
-0% projected decline
Job Description
Junior Financial Advisor Strong Financial Services - 4.0 Davis, CA Job Details Temporary | Part-time $30 an hour 6 days ago Qualifications Customer communication Full Job Description Junior Financial Advisor Strong Financial & Insurance Services | Davis, CA Strong Financial & Insurance Services is growing and looking for a Junior Financial Advisor to join our team in Davis, CA for a part time role (20 hours/week). This is a great opportunity for a securities-licensed professional who wants to grow in the financial services industry. This role is ideal for someone who may not have a large client base yet but is eager to learn, willing to support existing client relationships, and excited to grow within an established financial services practice. What You'll Do Supporting existing client relationships Completing investment proposals and planning-related prep work Assisting with RightBridge or other planning and analysis tools Supporting CRIA review preparation and follow-up Responding to client emails and service requests in a timely, professional manner Participating in team meetings, training, and advisor development opportunities Gradually building and developing your own client relationships over time What We're Looking For Active securities licenses or willing to study for and acquire securities licensing Financial services, wealth management, insurance, banking, or client service experience Strong attention to detail and analytical skills A high comfort level with learning and utilizing office technology systems Strong written and verbal communication skills A professional, client-first approach Willingness to support administrative and client service work while building advisory experience Ability to work from the Davis, CA office Interest in long-term growth as a Financial Advisor Location & Hours This role is based in person, in Davis, CA. Monday through Thursday 9am to 2pm (20 hours/week) during training. More hours can be negotiated after the training period. Compensation $30.00/hr About Strong Financial & Insurance Services Strong Financial & Insurance Services is focused on helping clients make informed, confident financial decisions. Our team values strong client relationships, thoughtful planning, reliable follow-through, and a high level of service. If you are ready to grow as an advisor, support meaningful client relationships, and be part of a team that values professionalism, service, and development, we would love to connect.