California Licensed Financial Advisor
Get new jobs like this one by email. Create a free account for job alerts and to save the jobs you like.
Job Summary
To support market expansion efforts, the full-time California Licensed Financial Advisor will build a book of business by converting enterprise-generated opportunities into client relationships through phone, Zoom, and in-person consultations while ensuring compliance and a high-quality member experience.
Key responsibilities:
- Conduct investment consultations to assess member needs and develop financial plans and strategies
- Manage inbound calls and referrals, ensuring timely responses and appropriate follow-ups
- Engage in business development activities to cultivate new member relationships and enhance market presence
Required qualifications:
- Bachelor's Degree or equivalent experience in financial planning or related fields
- 3+ years of experience in the sales and delivery of personal investment products and services
- Experience conducting phone-based and virtual financial consultations
- Proven ability to build new client/member relationships and manage prospect pipelines
- Prior experience in a financial services organization, such as a bank or credit union, is preferred
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 38,895 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
