Financial Advisor

o2 Employment Services; Redding (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Vision, dental, and medical insurance

Company perks

Job summary

A financial services recruitment agency is seeking a licensed Financial Advisor in Redding, CA. The role requires strong communication and relationship-building skills to develop client relationships and provide tailored financial plans. The position offers a competitive salary between $65,000 and $95,000 annually based on experience, along with comprehensive benefits including health insurance. Ideal candidates should possess active Series 6 or 7 and 63 or 65 licenses.

Qualifications

• Active Series 6 or 7 license required.
• Active Series 63 or 65 license required.
• Previous experience in financial services or advisory roles.

Responsibilities

• Develop comprehensive financial plans for clients.
• Manage and grow a book of business.
• Provide investment recommendations based on client goals.

Skills

Client-focused approach

Strong communication skills

Relationship-building skills

Job description

O2 Employment Services is working with a reputable Financial Services Company to find their next Financial Advisor. This position is based in Redding, CA.

The ideal candidate will be licensed, client-focused, and motivated to build long-term financial strategies for individuals and families. This opportunity is a great fit for someone who is looking for a fresh environment with strong support and growth potential.

Financial Advisor Compensation

• $65,000 – $95,000 annually DOE
• Vision, dental, and medical insurance offered through O2
• Company perks!

Financial Advisor Qualifications

• Active Series 6 or 7 license required
• Active Series 63 or 65 license required
• Series 4 is a plus
• Previous experience in financial services or advisory roles
• Strong understanding of investment and retirement planning strategies
• Must be able to pass a background check
• Excellent communication and relationship-building skills

Financial Advisor Responsibilities

• Develop comprehensive financial plans for clients
• Manage and grow a book of business
• Provide investment recommendations based on client goals and risk tolerance
• Maintain compliance with all regulatory requirements
• Build and maintain long-term client relationships
• Participate in ongoing training and professional development

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

O2 Employment Services is an Equal Employment Opportunity Employer. Reasonable accommodations may be made to enable individuals with disabilities or sincerely held religious beliefs to perform the essential functions of the position.