Financial Advisor

Bright Lake Wealth Management | Redding, CA Are you looking for an opportunity to use strong client service skills, build long-term relationships, and play a key role in the client experience? If you enjoy staying organized, taking ownership of follow-through, and supporting clients through important financial account activity, we would love to talk with you. Bright Lake Wealth Management is seeking to add a Financial Advisor to our team in Redding, CA . The ideal candidate will be someone who wants to build a long-term career in the financial industry while contributing meaningfully to both the client experience and the operational success of the firm. About Bright Lake Bright Lake Wealth Management is an elite, independent firm specializing in comprehensive retirement planning. With a dedicated team of professionals, we are committed to delivering personalized financial solutions and exceptional service to our clients. We value flexibility, adaptability, and teamwork, and each team member plays a meaningful role in our collective success.

Key Skills:

Strong organizational skills Growth mindset Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Ability to work independently and within a team environment Proficient with MS Office Suite and MAC platforms Ability to meet deadlines and work under pressure Strong Phone Skills and comfort handling inbound/outbound calls.

Minimum Requirements:

Associate's degree preferred 2-4 years working in the Financial Industry CFP® preferred but not required for the right candidate with planning familiarity. Able to create trust and connection with prospects in both one-on-one and group settings. Self-starter who thrives in a high-trust, high-performance team environment.

Licensing Requirements:

Series 65 license or equivalent credentials (e.g., CFP®, CFA®). Alternatively, advisors must hold a Series 66 + Series 7

State Life and Health Insurance Licenses Hours:

Monday

• Friday 8:00 AM
• 5:00 PM Travel to our Medford, OR office 3-6 nights a month
• all travel expenses covered.

What We Offer A collaborative and supportive team atmosphere. Performance-based compensation aligned with revenue growth. Opportunities for professional development and long-term career advancement. A role that rewards initiative, supports your growth, and gives you the tools to build a thriving client base. Key Responsibilities Conduct client servicing meetings to review account updates, gather information, address client questions, and ensure follow-up items are clearly documented and completed. Manage the preparation and processing of financial documents and reports, ensuring accuracy and compliance with regulatory requirements. Lead logistics and resource coordination for client meetings and firm events. Take ownership of internal projects and collaborate with team members to drive business objectives forward. Develop, maintain, and analyze internal and external reports that support informed decision-making. Ensure clear and timely communication across the team and with clients. Oversee transaction coordination from initiation through completion, ensuring all transactions are handled accurately and efficiently. Lead the new client onboarding process, creating a smooth and professional transition into the firm's services. Identify and support opportunities to improve processes, strengthen efficiency, and enhance client satisfaction.

Job Type:

Full-time Pay:

$65,000

• $80,000 per year +

Bonus' Benefits:

401(k) 401(k) matching Dental insurance Health insurance Retirement plan Vision insurance

Job Type:

Full-time Pay:

$65,000.00

• $80,000.

00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Compensation Package:

Bonus opportunities Application Question(s): When you have multiple urgent requests at once, how do you prioritize? Tell us about a time you caught an error before it impacted a client. What did you do? Why Bright Lake / why this role right now? Out of Humble, Hungry and Smart (EQ) which one best describes you and why?

Work Location:

In person