Financial Advisor

WestPac Wealth Partners; Sacramento (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Industry-Leading, Proprietary Training and Education Systems

Proprietary Planning Software

Team-Work Culture

Free Licensing

Access to Study and Licensing Materials

Job summary

WestPac Wealth Partners in Sacramento, California, seeks driven individuals for a wealth management opportunity. Candidates will run their own business while receiving support from a top-rated workplace.

The ideal applicant must hold a 4-year degree and possess strong interpersonal and relationship skills. They will expand client bases using effective prospecting strategies, ensuring a rewarding career aimed at positively impacting communities.

WestPac offers industry-leading training, proprietary tools, and a team-oriented culture.

Qualifications

• 4-Year degree required.
• Desire to help others in a wealth management context.
• Ability to build and maintain client relationships.

Responsibilities

• Expand business practice through prospecting and referrals.
• Identify and cultivate new client relationships within target markets.

Skills

Desire to Help Others

Highest Level of Integrity & Ethics

Interpersonal & Relationship Skills

Goal & Commitment Oriented

Education

4-Year Degree

Job description

At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you.

WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.

Our commitment to our clients, associates, and community has garnered many awards and recognition from leading media outlets such as Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and various TV and radio stations. A current list can be viewed at https://www.westpacwealth.com/p/who-we-are.

CAREER REQUIREMENTS

When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you will be responsible for expanding a business practice through effective prospecting, referral-based strategies, and identifying and cultivating new client relationships within target markets.

REQUIREMENTS

• 4‑Year Degree
• Desire to Help Others
• Highest Level of Integrity & Ethics
• Interpersonal & Relationship Skills
• Affinity for Education & Professional Development
• Goal & Commitment Oriented
• SIE, Series 7 & 66 License, Life and Health (Have or will Obtain)

WHAT WE PROVIDE

• Industry‑Leading, Proprietary Training and Education Systems
• Proprietary Planning Software
• Team‑Work Culture
• Free Licensing
• Access to study and licensing materials – reimbursements for tests
• Advanced Planning Team
• Accountability and Marketing Coaches

Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121. Contact: 619‑684‑6400.

California Insurance License#0I29680 | 7540390.1 Exp. 01/27