Financial Advisor | Retirement Planning

Magellan Financial & Insurance Services, Inc.; Fresno (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial services company in Fresno, CA, is looking for a Financial Advisor to lead client meetings and provide retirement planning advice. This role offers a structured environment with an established client base, allowing the advisor to focus on planning rather than lead generation. Successful candidates will hold an active Life & Health Insurance license and prefer previous experience in financial advising. The position comes with a base salary, commission, and performance bonuses.

Qualifications

• Demonstrated ability to close business and implement planning recommendations.
• Experience in meeting clients in a financial or retirement planning capacity is preferred.
• Strong communication skills with the ability to explain complex concepts clearly.
• High level of professionalism, organization, and follow-through.
• Experience meeting with clients in a financial planning, retirement planning, or advisory capacity is preferred.

Responsibilities

• Conduct client discovery and retirement planning meetings.
• Develop recommendations for retirement income strategy and investment planning.
• Maintain strong client relationships through timely follow-up.
• Maintain strong client relationships through timely follow-up, service, and review meetings.
• Coordinate with internal team members to support implementation and ongoing client needs.

Skills

Strong communication skills

Ability to close business

Organization and follow-through

Strong communication

Professionalism & organization

Education

Active Life & Health Insurance license

Series 65 or 66

Job description

Soutas Financial & Insurance Solutions

Since 1989, Soutas Financial & Insurance Solutions has served California families with retirement planning built on clarity, process, and long-term relationships. With continued client growth, we are adding a Financial Advisor to our Fresno, CA office to support an established planning practice and deliver consistent, high-quality advice to retirement-focused clients.

Compensation

Base Salary + Commission (% ) + Performance Bonuses

Position Summary

The Financial Advisor will lead client discovery and planning meetings, develop recommendations across investments and protection planning, and maintain ongoing client relationships through review and service meetings. This role is ideal for an advisor who values a structured planning process, consultative selling, and a client-first approach.

Key Responsibilities

• Conduct client discovery and retirement planning meetings to identify goals, timelines, and priorities
• Develop and present recommendations covering retirement income strategy, investment planning, and risk/protection planning
• Provide clear, compliant guidance and follow a consistent planning process to ensure a repeatable client experience
• Maintain strong client relationships through timely follow-up, service, and review meetings
• Coordinate with internal team members to support implementation and ongoing client needs

Required Qualifications

• Active Life & Health Insurance license and Series 65 or 66 (required)
• Demonstrated ability to close business and advance planning recommendations to implementation
• Strong communication skills with the ability to explain complex concepts clearly
• High level of professionalism, organization, and follow-through
• Experience meeting with clients in a financial planning, retirement planning, or advisory capacity (strongly preferred)

What Sets This Role Apart

• Established Client Demand (No Cold Prospecting): You will be supported by ongoing client flow so you can focus on planning and client meetings—not sourcing leads.
• Structured Planning Process & Development: You will be trained and supported in a proven approach that integrates investments and insurance to deliver complete retirement planning solutions.

If you are an advisor who values a repeatable planning process, consultative client relationships, and a practice built for long-term service, we’d like to speak with you.