Financial Advisor

Braypark Wealth Management; Costa Mesa (CA); Remote; USD 50,000 - 1,000,000; Full time

Job summary

A leading financial advisory firm is seeking a Financial Advisor to provide personalized financial planning and investment strategies. This full-time remote role requires strong analytical skills, excellent communication, and relevant financial certifications. The advisor will interact with clients to tailor strategies to their financial goals.

Qualifications

• California Resident -- preferably OC/LA/SD/Riverside Counties.
• Relevant certifications such as CFP, CFA, or CPA are a plus.

Responsibilities

• Provide comprehensive financial planning and retirement advice.
• Analyze financial data and develop tailored investment strategies.
• Guide clients in their financial decision-making.

Skills

Financial Planning

Financial Advisory

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business Administration

Job description

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Braypark Wealth Management is an independent firm dedicated to helping individuals and families achieve their financial goals. We understand the importance of focusing on your family life, which is why our main focus is on your financial well-being. We pride ourselves on integrity and fiduciary services, ensuring that your hard-earned wealth is managed and guided with care. Together, we design personalized investment strategies that align with your goals and values to navigate life's challenges now and in the future.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing comprehensive financial planning, offering retirement planning advice, and developing investment strategies tailored to client goals. Daily tasks include analyzing financial data, developing financial plans, advising on investment opportunities, and guiding clients in their financial decision-making. Client interaction and regular follow-ups to adjust plans based on changing financial landscapes will be key components of the role.

Qualifications

• Financial Planning and Financial Advisory skills
• Experience in Finance and Investments
• Proficiency in Retirement Planning
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications such as CFP, CFA, or CPA are a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• California Resident -- preferably OC/LA/SD/Riverside Counties
• Series 65 or Series 66

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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