Financial Advisor

Pursuit; California; Hybride; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Strong base salary

Bonus potential

Comprehensive benefits (medical, etc.)

4-week sabbatical every 3 years

Hybrid and fully virtual options

Collaborative team environment

Résumé du poste

Pursuit is expanding its wealth management team in California and seeks experienced Financial Advisors to deliver comprehensive planning and proactive asset growth for clients across multiple markets, including Roseville. This role offers a strong base salary, generous bonus potential, and a supportive environment in a hybrid or fully virtual setting.

You will build lasting client relationships, provide wealth management guidance, and collaborate with internal teams to deliver exceptional

Qualifications

• 2+ years of Financial Advisor experience.
• Series 7 and Series 66 licensing or equivalent.
• Strong communication and relationship-building skills.
• High professionalism, integrity, and character.
• Comfortable working in a collaborative, team-oriented environment.
• Ability to work independently while leveraging firm resources.
• Growth-oriented and relationship-focused advisors encouraged to apply.

Responsabilités

• Develop and maintain strong, long-term client relationships
• Provide comprehensive financial planning and wealth management guidance
• Identify opportunities to grow client relationships through additional assets, planning, and insurance solutions
• Serve as a trusted advisor and resource for clients throughout their financial journey
• Collaborate with internal teams and resources to deliver an exceptional client experience
• Depending on your background, take an active role in business development and bringing in new assets, or focus more heavily on managing and servicing an existing client base

Connaissances

Communication skills

Relationship building

Professionalism

Team orientation

Independent work

Growth mindset

Formation

Series 7, Series 66 licensing

Description du poste

A growing wealth management firm is looking to add Financial Advisors to its team across multiple markets, including Roseville, CA.

This is an excellent opportunity for an experienced Financial Advisor who wants to work within an established organization while continuing to grow professionally and build meaningful, long-term client relationships.

Why Consider This Opportunity?

• STRONG base salary range, depending on experience
• Additional bonus opportunity with $120K-180K+ total earning potential
• Employee-based advisor model with a stable base salary
• Comprehensive benefits including medical, dental, vision, 401(k) match, and unlimited PTO
• 4-week sabbatical every 3 years
• Hybrid and fully virtual opportunities available
• Strong support, resources, and a collaborative team environment
• Opportunity to work with clients across comprehensive wealth management and financial planning

What You'll Do:

• Develop and maintain strong, long-term client relationships
• Provide comprehensive financial planning and wealth management guidance
• Identify opportunities to grow client relationships through additional assets, planning, and insurance solutions
• Serve as a trusted advisor and resource for clients throughout their financial journey
• Collaborate with internal teams and resources to deliver an exceptional client experience
• Depending on your background, take an active role in business development and bringing in new assets, or focus more heavily on managing and servicing an existing client base

What We're Looking For

• 2+ years of Financial Advisor experience
• Series 7 and Series 66, or equivalent licensing
• Strong communication and relationship-building skills
• High level of professionalism, integrity, and character
• Comfortable working in a collaborative, team-oriented environment
• Ability to work independently while leveraging firm resources and support
• Both growth-oriented and relationship-focused advisors are encouraged to apply

LOCATIONS:

*Virtual/Remote employees must live near an airport that offers a direct flight to Fresno, CA*

Hybrid advisors can expect to travel to the office approximately once per month. Fully virtual advisors will participate in team meetings and conferences approximately 4-6 times per year.

If you're an experienced Financial Advisor looking for a strong compensation package, flexibility, and the resources of an established wealth management organization, we'd love to connect.