CFP Series 65 Adviser — Build Client Wealth & Growth

Solera Asset Managers and Insurance Agency; Roseville (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Employee discounts

Paid time off

Bonus based on performance

Flexible schedule

Opportunity for advancement

Job summary

Solera Asset Managers and Insurance Agency invites you to apply for the position of Series 65 Adviser in Granite Bay, CA. This role requires strong expertise in investment strategies and client management. You will provide tailored financial planning services while ensuring compliance with relevant regulations.

The ideal candidate will have a CFP designation, a valid Series 65 license, and a commitment to ethical practices and client confidentiality. Join a dynamic team dedicated to client success.

Qualifications

• Must have CFP designation or similar.
• Must hold a valid Series 65 license.
• Proven experience in financial advising or investment management.

Responsibilities

• Provide investment advice and financial planning services to clients.
• Develop and implement customized investment strategies.
• Build and maintain strong client relationships.

Skills

Analytical skills

Communication skills

Interpersonal skills

Knowledge of financial products

Proficiency in financial software

Education

CFP designation or similar

Valid Series 65 license

Life insurance license

Job description

Solera Asset Managers and Insurance Agency invites you to apply for the position of Series 65 Adviser in Granite Bay, CA. This role requires strong expertise in investment strategies and client management. You will provide tailored financial planning services while ensuring compliance with relevant regulations.

The ideal candidate will have a CFP designation, a valid Series 65 license, and a commitment to ethical practices and client confidentiality. Join a dynamic team dedicated to client success.