Wealth Advisor

Wealth Advisor Oxnard, CA Job Details Full-time $70,000

• $80,000 a year 17 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Financial planning Wealth management Customer relationship building CFP Series 66 Mid-level Series 7 Business development Securities Industry Essentials Financial concepts Prospecting FINRA License Business planning Productivity software Series 65 Life & Health Insurance License Chartered Financial Analyst Communication skills Technical Proficiency Account opening Conducting sales calls Series 63 Client interaction via phone calls

Full Job Description What You'll Do:

Meet with members to assess financial needs and recommend smart solutions. Open and service investment advisory accounts with periodic reviews. Co-develop and execute business plans to grow your market. Educate branch employees and host financial planning seminars. Make outbound calls and attend local events to generate prospects.

Must-Haves:

CA Life, Accident and Health License

FINRA SIE

(Securities Industry Essentials) FINRA Series 7 FINRA Series 66 OR Series 63 AND Series 65

Preferred Credentials:

Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA) Chartered Financial Consultant (ChFC®)

What We're Looking For:

Understanding of basic financial concepts and planning. Excellent communication and relationship-building skills. Tech-savvy with Microsoft Office and internet tools. Detail-oriented, organized, and results-driven. Team player with a passion for helping others.

Work Details:

Department :

Wealth Management Reports To :

AVP, Wealth Management Status :

Non-Exempt Schedule :

40 hours/week, with occasional overtime and travel for seminars or conferences.

Salary Description:

$70,000

• $88,000 annually #IND2

Job Type:

Full-time Pay:

$70,000.00

• $80,000.

00 per year

Benefits:

401(k) Dental insurance Health insurance Vision insurance Application Question(s): Do you currently possess one of the following combinations?

• SIE + Series 7 + Series 63 + Series 65
• SIE + Series 7 + Series 66
• CFP (Certified Financial Planner) designation

Work Location:

In person