Financial Advisor

Solera Asset Managers and Insurance Agency; Roseville (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Employee discounts

Paid time off

Bonus based on performance

Flexible schedule

Opportunity for advancement

Job summary

Solera Asset Managers and Insurance Agency invites you to apply for the position of Series 65 Adviser in Granite Bay, CA. This role requires strong expertise in investment strategies and client management. You will provide tailored financial planning services while ensuring compliance with relevant regulations.

The ideal candidate will have a CFP designation, a valid Series 65 license, and a commitment to ethical practices and client confidentiality. Join a dynamic team dedicated to client success.

Qualifications

• Must have CFP designation or similar.
• Must hold a valid Series 65 license.
• Proven experience in financial advising or investment management.

Responsibilities

• Provide investment advice and financial planning services to clients.
• Develop and implement customized investment strategies.
• Build and maintain strong client relationships.

Skills

Analytical skills

Communication skills

Interpersonal skills

Knowledge of financial products

Proficiency in financial software

Education

CFP designation or similar

Valid Series 65 license

Life insurance license

Job description

Benefits:

• Employee discounts
• Paid time off
• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule
• Opportunity for advancement

About the Role:

Join Solera Asset Managers and Insurance Agency as a Series 65 Adviser in beautiful Granite Bay, CA. This exciting opportunity allows you to leverage your expertise in investment strategies and client management to help our clients achieve their financial goals.

Responsibilities:

• Provide investment advice and financial planning services to clients.
• Conduct thorough analysis of clients' financial situations and investment needs.
• Develop and implement customized investment strategies.
• Maintain up-to-date knowledge of market trends and regulatory changes.
• Build and maintain strong client relationships through effective communication.
• Prepare and present comprehensive financial reports to clients.
• Ensure compliance with all relevant regulations and ethical standards.
• Collaborate with team members to enhance service offerings and client satisfaction.

Requirements:

• Must have CFP designation or similar
• Fee-based planning
• Must hold a valid Series 65 license.
• Must hold a Life insurance license
• Fit Solera culture.
• High character: integrity, humility, hunger to grow, loving people, and excellence.
• Proven experience in financial advising or investment management.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of financial products and investment strategies.
• Commitment to ethical practices and client confidentiality.
• Proficiency in financial software and tools.

About Us:

Solera Asset Managers and Insurance Agency has been serving clients with dedication and expertise for over a decade. Our clients love us for our personalized approach and commitment to their financial success, while our employees appreciate the supportive and dynamic work environment.