California Licensed Financial Advisor

Job Summary

Experienced California Licensed Financial Advisors will find a full-time salaried opportunity focused on building a book of business through enterprise-generated opportunities, virtual consultations, and community engagement while providing personalized investment guidance to members in Southern California.

Key responsibilities

• Manage inbound calls and referrals from the Member Service Contact Center (MSCC) to assess member needs and facilitate appropriate advisor appointments
• Conduct investment consultations via phone, Zoom, and in-person, identifying financial goals and developing tailored investment strategies
• Build relationships and awareness of investment services through proactive outreach, community engagement, and support of local market development efforts

Required qualifications

• Bachelor's Degree or equivalent experience in personal investments, financial planning, or related fields
• 3+ years of experience in sales and delivery of personal investment products and services
• Experience conducting phone-based and virtual financial consultations
• Proven ability to build new client relationships and manage prospect pipelines
• Preferred experience in a bank, credit union, broker-dealer, or wealth-management firm