Financial Advisor

Jobtailor; Long Beach (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor, based in Long Beach, CA, seeks a seasoned financial professional to provide comprehensive planning and advisory services. You will collaborate across teams to deliver tailored banking solutions, identify client needs, and drive sales of managed products and fee-based services.

The role requires licenses, strong financial industry knowledge, and experience with deposits, loans, including mortgages, to support client outcomes and strategic initiatives.

Qualifications

• Typically, between 4 - 6 years of relevant experience.
• Post-secondary degree in related field or equivalent experience.
• FINRA Series 6, 63 & 65 licenses or Series 7 & 66.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry.
• Experience with managed products and fee-based advice.
• Understanding of deposit and loan (including mortgage) products.

Responsibilities

• Provides financial and investment planning advice with the team to deliver a comprehensive banking solution for customers.
• Determines client needs and offers solutions through sales of managed products and services.
• Supports achieving sales and performance targets for new asset sales, joint appointments, and fee-based sales.
• Implements business development strategies to acquire new business and referrals.
• Identifies opportunities during conversations to generate referrals for personal and commercial banking products.
• Implements a relationship management plan with the lead relationship manager.
• Develops solutions and makes recommendations aligning with business strategy and stakeholder needs.
• Supports execution of strategic initiatives with stakeholders.
• Helps determine business priorities and sequencing for strategy execution.

Skills

Financial planning

Sales experience

Relationship management

Strategic thinking

Education

Post-secondary degree in related field

Tools

FINRA Licenses 6/63/65

Life & Health Insurance License

Job description

Responsibilities

• Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.
• Determines client needs and provides solutions through the sales of managed products and services.
• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Implements business development strategies to acquire new business and cultivate branch employee referrals.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
• Implements a relationship management plan in collaboration with the lead relationship manager.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.

Requirements

• Typically, between 4 - 6 years of relevant experience
• Post-secondary degree in related field of study or an equivalent combination of education and experience
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
• Life and Health Insurance Producer’s License
• Completed LTC Continuing Education Requirements
• Strong working knowledge of financial industry
• In-depth experience working with managed products and providing fee-based advice
• In-depth understanding of deposit and loan (including mortgage) products and banking services.
• Technical proficiency gained through education and/or business experience