Financial Advisor — Remote/Hybrid with Growth & Bonus Potential

Pursuit; California; Hybrid; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Strong base salary

Bonus potential

Comprehensive benefits (medical, etc.)

4-week sabbatical every 3 years

Hybrid and fully virtual options

Collaborative team environment

Zusammenfassung

Pursuit is expanding its wealth management team in California and seeks experienced Financial Advisors to deliver comprehensive planning and proactive asset growth for clients across multiple markets, including Roseville. This role offers a strong base salary, generous bonus potential, and a supportive environment in a hybrid or fully virtual setting.

You will build lasting client relationships, provide wealth management guidance, and collaborate with internal teams to deliver exceptional

Qualifikationen

• 2+ years of Financial Advisor experience.
• Series 7 and Series 66 licensing or equivalent.
• Strong communication and relationship-building skills.
• High professionalism, integrity, and character.
• Comfortable working in a collaborative, team-oriented environment.
• Ability to work independently while leveraging firm resources.
• Growth-oriented and relationship-focused advisors encouraged to apply.

Aufgaben

• Develop and maintain strong, long-term client relationships
• Provide comprehensive financial planning and wealth management guidance
• Identify opportunities to grow client relationships through additional assets, planning, and insurance solutions
• Serve as a trusted advisor and resource for clients throughout their financial journey
• Collaborate with internal teams and resources to deliver an exceptional client experience
• Depending on your background, take an active role in business development and bringing in new assets, or focus more heavily on managing and servicing an existing client base

Kenntnisse

Communication skills

Relationship building

Professionalism

Team orientation

Independent work

Growth mindset

Ausbildung

Series 7, Series 66 licensing

Jobbeschreibung

Pursuit is expanding its wealth management team in California and seeks experienced Financial Advisors to deliver comprehensive planning and proactive asset growth for clients across multiple markets, including Roseville. This role offers a strong base salary, generous bonus potential, and a supportive environment in a hybrid or fully virtual setting.

You will build lasting client relationships, provide wealth management guidance, and collaborate with internal teams to deliver exceptional