Fresno Retirement Planning Advisor | Structured Process

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.

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.

Skills

Strong communication skills

Ability to close business

Organization and follow-through

Education

Active Life & Health Insurance license

Series 65 or 66

Job description

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.