CFP-Licensed Wealth Advisor & Planner

Advisor Group; Fresno (CA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Health and vision insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Financial Professional to serve as a trusted advisor, delivering comprehensive financial planning, investment guidance, and wealth management solutions. The role develops client relationships and partners with leadership to support business growth and exceptional service.

The position focuses on building personalized plans, presenting tailored recommendations, and collaborating with a team to align strategies with client objectives and regulatory standards.

Qualifications

• Bachelor's degree in Finance or related field; HS diploma required.
• FINRA Series 7 and 66 or CFP designation.

Responsibilities

• Build and maintain strong client relationships with proactive communication.
• Develop financial plans and investment strategies tailored to client objectives.
• Analyze portfolios and recommend changes based on goals, risk, and market conditions.
• Lead client review meetings and explain financial planning and investment recommendations.
• Identify planning opportunities for retirement, education funding, and wealth transfer.
• Monitor client portfolios to ensure alignment with evolving needs.
• Collaborate with leadership and other professionals to deliver coordinated solutions.
• Support business development through networking and referrals.
• Maintain accurate documentation and ensure regulatory compliance.

Skills

Relationship management

Financial planning

Investment guidance

Communication

Analytical skills

Independent work

Excel proficiency

CRM software

Education

Bachelor's degree in Finance/Financial Planning

FINRA Series 7 & 66 or CFP designation

Tools

CRM software

Portfolio management software

Microsoft Excel

Job description

Osaic is seeking a Financial Professional to serve as a trusted advisor, delivering comprehensive financial planning, investment guidance, and wealth management solutions. The role develops client relationships and partners with leadership to support business growth and exceptional service.

The position focuses on building personalized plans, presenting tailored recommendations, and collaborating with a team to align strategies with client objectives and regulatory standards.