Client-Focused Financial Advisor & Wealth Planner

Bridgewealth Advisory Group, LLC; Fresno (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation package

Supportive team environment

Access to tools and development

Job summary

Bridgewealth Advisory Group, LLC in Fresno, California, is seeking an experienced Financial Advisor to support existing client relationships with comprehensive planning and investment management. This role emphasizes client service over sales and requires a strong advisory skill set.

You will collaborate with a small team, deliver tailored financial strategies, and stay current on market trends and regulations to help clients reach their goals.

Qualifications

• Prior experience as a Financial Advisor or in a similar financial services role.
• Strong knowledge of financial planning, investment strategies and wealth management.
• Security licenses preferred (Series 7, Series 66/65, CFP).
• Excellent interpersonal and presentation skills.
• Proven ability to build and maintain client relationships.
• High level of integrity and professionalism.

Responsibilities

• Develop and maintain strong client relationships through ongoing financial planning.
• Assess clients’ financial situations, goals, and risk tolerance to tailor strategies.
• Provide guidance on investments, retirement planning, insurance, tax strategies, and estate planning.
• Monitor client portfolios and adjust recommendations based on market conditions.
• Identify and pursue new business opportunities through networking and referrals.
• Stay current on financial products, industry trends, and regulatory requirements.

Skills

Financial advisory experience

Financial planning knowledge

Communication skills

Client relationship building

Job description

Bridgewealth Advisory Group, LLC in Fresno, California, is seeking an experienced Financial Advisor to support existing client relationships with comprehensive planning and investment management. This role emphasizes client service over sales and requires a strong advisory skill set.

You will collaborate with a small team, deliver tailored financial strategies, and stay current on market trends and regulations to help clients reach their goals.