Financial Advisor / Financial Planner

Bridgewealth Advisory Group, LLC; Fresno (CA); Vor Ort; USD 60.000 - 100.000; Vollzeit

Benefits dieser Stelle

Competitive compensation package

Supportive team environment

Access to tools and development

Zusammenfassung

Bridgewealth Advisory Group, LLC in Fresno, California, is seeking an experienced Financial Advisor to support existing client relationships with comprehensive planning and investment management. This role emphasizes client service over sales and requires a strong advisory skill set.

You will collaborate with a small team, deliver tailored financial strategies, and stay current on market trends and regulations to help clients reach their goals.

Qualifikationen

• Prior experience as a Financial Advisor or in a similar financial services role.
• Strong knowledge of financial planning, investment strategies and wealth management.
• Security licenses preferred (Series 7, Series 66/65, CFP).
• Excellent interpersonal and presentation skills.
• Proven ability to build and maintain client relationships.
• High level of integrity and professionalism.

Aufgaben

• Develop and maintain strong client relationships through ongoing financial planning.
• Assess clients’ financial situations, goals, and risk tolerance to tailor strategies.
• Provide guidance on investments, retirement planning, insurance, tax strategies, and estate planning.
• Monitor client portfolios and adjust recommendations based on market conditions.
• Identify and pursue new business opportunities through networking and referrals.
• Stay current on financial products, industry trends, and regulatory requirements.

Kenntnisse

Financial advisory experience

Financial planning knowledge

Communication skills

Client relationship building

Jobbeschreibung

Company: Bridgewealth Advisory Group, LLC

Employment Type: Full-Time

About Bridgewealth Advisory Group, LLC

Bridgewealth Advisory Group is a client-focused financial planning firm dedicated to helping individuals, families, and businesses achieve long-term financial success. We pride ourselves on delivering personalized strategies, building lasting relationships, and maintaining the highest standards of integrity and professionalism.

Position Overview

Bridgewealth Advisory Group, LLC is seeking an experienced Financial Advisor to join our growing team. This role is ideal for a driven professional who is passionate about helping clients reach their financial goals through comprehensive planning and strategic investment management.

Please note this is not a sales position. We are looking for a strong candidate to assist with existing client relationships.

Key Responsibilities

• Develop and maintain strong client relationships through ongoing financial planning and advice
• Assess clients’ financial situations, goals, and risk tolerance to create tailored strategies
• Provide guidance on investments, retirement planning, insurance, tax strategies, and estate planning
• Monitor client portfolios and make recommendations based on market conditions and life changes
• Identify and pursue new business opportunities through networking, referrals, and prospecting
• Stay current on financial products, industry trends, and regulatory requirements

Qualifications

• Prior experience as a Financial Advisor or in a similar financial services role (required)
• Strong knowledge of financial planning, investment strategies, and wealth management principles
• Some security licenses preferred (e.g., Series 7, Series 66/65, CFP)
• Excellent interpersonal, communication, and presentation skills
• Proven ability to build and maintain client relationships
• High level of integrity and professionalism

What We Offer

• Competitive compensation package (base + incentives/commission structure)
• Supportive team environment and collaborative culture
• Access to tools, technology, and resources to help you succeed
• Opportunities for professional growth and development