Financial Advisor: Build Your Own Client-Focused Practice

Edward Jones; Santa Barbara (CA); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) retirement plan

Flexible spending account

Paid time off

Employee assistance program

Job summary

A financial services firm is looking for a self-motivated Financial Advisor in Santa Barbara, California. The role requires building client relationships via direct and virtual channels and creating tailored financial strategies. Candidates must possess Series 7 and 66 certifications, with a strong emphasis on critical thinking and communication. The firm offers a comprehensive benefits package, and the role is full-time with significant earning potential. Join to make a difference in clients' financial journeys.

Qualifications

• Experience in financial services with a track record of success.
• In-depth knowledge of investment products and services.

Responsibilities

• Develop and grow your own practice as a financial advisor.
• Create personalized strategies to help clients achieve their goals.
• Engage in continuous training to maintain certifications.

Skills

Strong communication skills

Self-motivation

Long-term relationship building

Critical thinking

Education

Series 7 and Series 66 certifications

State insurance licenses preferred

CFP® or CERTIFIED FINANCIAL PLANNER™ preferred

CRPC™ or Chartered Retirement Planning Counselor™ preferred

Job description

A financial services firm is looking for a self-motivated Financial Advisor in Santa Barbara, California. The role requires building client relationships via direct and virtual channels and creating tailored financial strategies. Candidates must possess Series 7 and 66 certifications, with a strong emphasis on critical thinking and communication. The firm offers a comprehensive benefits package, and the role is full-time with significant earning potential. Join to make a difference in clients' financial journeys.