Financial Advisor / Financial Planner

Job Title:

Financial Advisor Company:

Bridgewealth Advisory Group, LLC Location:

986 W. Alluvial Ave. Suite 101. Fresno, CA 93711

Employment Type:

Full-Time About Bridgewealth Advisory Group, LLC Bridgewealth Advisory Group is a client-focused financial planning firm dedicated to helping individuals, families, and businesses achieve long-term financial success. We pride ourselves on delivering personalized strategies, building lasting relationships, and maintaining the highest standards of integrity and professionalism. Position Overview Bridgewealth Advisory Group, LLC is seeking an experienced Financial Advisor to join our growing team. This role is ideal for a driven professional who is passionate about helping clients reach their financial goals through comprehensive planning and strategic investment management. Key Responsibilities Develop and maintain strong client relationships through ongoing financial planning and advice Assess clients' financial situations, goals, and risk tolerance to create tailored strategies Provide guidance on investments, retirement planning, insurance, tax strategies, and estate planning Monitor client portfolios and make recommendations based on market conditions and life changes Identify and pursue new business opportunities through networking, referrals, and prospecting Stay current on financial products, industry trends, and regulatory requirements Qualifications Prior experience as a Financial Advisor or in a similar financial services role (required) Strong knowledge of financial planning, investment strategies, and wealth management principles Some security licenses preferred (e.g., Series 7, Series 66/65, CFP®) Excellent interpersonal, communication, and presentation skills Proven ability to build and maintain client relationships High level of integrity and professionalism What We Offer Competitive compensation package (base + incentives/commission structure) Supportive team environment and collaborative culture Access to tools, technology, and resources to help you succeed Opportunities for professional growth and development How to Apply Interested candidates should submit their resume and a brief cover letter outlining their experience and qualifications.

Pay:

$50,000.00 - $200,000.00 per year

Benefits:

401(k) matching Financial planning services Health insurance Health savings account Paid time off Retirement plan

Work Location:

In person