Financial Advisor

Frank Lewis - State Farm Agency; Auburn (CA); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

401(k) plan

Paid time off

Bonus opportunities

Sponsorship for licenses

Job summary

gobravvo is seeking a Financial Advisor in California to build client relationships and deliver investment, retirement, and insurance solutions. You will guide clients through financial decisions, review needs, and present suitable products while maintaining high standards of compliance and ethics.

The role offers base salary, commissions, and performance bonuses, with sponsorship for licenses where applicable, and a benefits package including 401(k) and PTO.

Qualifications

• Active California Life & Health license is required.
• Series 6 and Series 63 licenses are required for Registered Representatives.
• Previous experience in financial services or banking is preferred.

Responsibilities

• Meet with clients to review retirement, investment, and protection needs.
• Recommend mutual funds, annuities, and life insurance products.
• Build and deepen relationships with existing clients and the agency’s customer base.
• Stay informed on financial products, regulations, and compliance standards.

Skills

Relationship building

Communication

Sales mindset

Education

Active California Life & Health license

Series 6 license

Series 63 license

Tools

Licensing knowledge

Job description

Financial Advisor

Grow your career as a Financial Advisor with a respected insurance and financial services agency. This opportunity allows you to build relationships with clients, guide them through important financial decisions, and provide comprehensive investment and retirement solutions tailored to their individual needs. As a Financial Advisor, you will be an integral part of a dynamic team, helping customers achieve their financial goals by offering a variety of products, such as mutual funds, annuities, and life insurance, and identifying additional ways to support their financial well-being.

In this full-time Financial Advisor role, you will utilize your expertise and interpersonal skills to meet with clients, understand their current and future objectives, and deliver personalized financial solutions. Your responsibilities will include reviewing retirement, investment, and protection needs with clients, recommending suitable mutual funds, annuities, and life insurance products, and deepening relationships within the agency’s existing customer base. You will also stay informed about the latest financial products and services, ensuring you are able to address the evolving needs of clients and help them secure their financial future.

As a Financial Advisor, you will need to demonstrate a strong commitment to compliance, professionalism, and ethical standards in all client interactions. You will be expected to maintain your California Life & Health insurance license, as well as Series 6 and Series 63 securities licenses if entering as a Registered Representative. The agency values candidates with prior experience in financial services or banking, and offers sponsorship opportunities for qualified life insurance agents looking to expand into financial services by obtaining the required securities licenses.

This Financial Advisor position offers a competitive compensation package that includes a base salary, commissions, and performance-based bonuses. Top performers have the potential to earn additional compensation through bonuses and commissions for meeting specific sales goals, including a substantial bonus per life insurance policy for eligible agents. You will also have access to a comprehensive benefits package, including a 401(k) plan, paid time off (PTO), and structured bonus programs designed to reward your success.

Working as a Financial Advisor provides the opportunity to make a significant impact on the financial security of individuals and families in the community. The agency fosters a supportive environment where you can develop your skills, advance your career, and enjoy the rewards of helping others achieve their financial aspirations. You will be part of a dedicated team that values professionalism, integrity, and client-focused service. If you are passionate about building relationships, providing trusted financial guidance, and contributing to the success of an established agency, this Financial Advisor role is an excellent fit for you.

Employment is with an independent contractor agent, ensuring you have the flexibility and autonomy to manage your client relationships and career path. All employees must successfully complete required licensing and training programs. The agency is committed to maintaining an inclusive and diverse workplace, and is proud to be an Equal Opportunity Employer.

Financial Advisor - Summary

• Serve as a trusted Financial Advisor, delivering investment, retirement, and insurance solutions
• Build lasting relationships with clients and provide tailored financial guidance
• Leverage your licensing and industry expertise to support clients' financial security

Duties & Responsibilities

• Meet with clients to review and assess their retirement, investment, and protection needs
• Recommend and offer mutual funds, annuities, and life insurance products
• Identify opportunities for additional financial and insurance solutions
• Build and maintain relationships with the agency’s existing customer base
• Stay current on financial products, regulations, and compliance standards
• Uphold high ethical and professional standards in all client interactions

Salary & Benefits

• Competitive compensation structure with base salary, commissions, and bonuses
• Bonus program for life insurance policies meeting production requirements
• Additional commissions for Health, Banking, Pet, and Property & Casualty products
• Comprehensive benefits including 401(k) and paid time off

Qualifications & Requirements

• Active California Life & Health insurance license required
• Series 6 and Series 63 securities licenses required for Registered Representatives
• Previous experience in financial services or banking preferred
• Bilingual skills are a plus, but not required
• Eligible life insurance agents may be sponsored to obtain securities licenses
• Commitment to ongoing professional development and training

Ideal Candidate Snapshot

• Strong relationship-building and client service skills
• Excellent communication and interpersonal abilities
• Results-driven and motivated to achieve sales goals
• Detail-oriented and committed to compliance and ethical standards
• Desire to make a positive impact on clients’ financial lives

Other Relevant Information

• Position is with an independent contractor agent; not with the parent company
• Must complete all applicable licensing requirements and training programs
• Opportunities for professional growth and advancement within the agency
• Proud Equal Opportunity Employer