Hybrid Financial Advisor: Build Wealth & Relationships

LegacyOak Advisors powered by Ameriprise Financial LLC; Simi Valley (CA); Hybride; USD 70 000 - 110 000; Plein temps

Résumé du poste

LegacyOak Advisors is seeking a motivated Financial Advisor to join our growing practice in Simi Valley, CA. This role blends relationship management with proactive business development to help clients pursue retirement, investment, insurance, and legacy planning goals.

The advisor will cultivate new relationships through referrals, networking, and community engagement, while serving existing clients with comprehensive financial strategies.

Qualifications

• SIE, Series 7, and Series 66 licenses required.
• Strong understanding of financial planning, retirement planning, and investment management.
• Proven ability to build trust and establish long-term client relationships.

Responsabilités

• Build and maintain relationships with affluent individuals and business owners.
• Conduct financial planning and investment review meetings.
• Develop retirement, investment, risk management, and estate planning strategies.
• Identify opportunities to deepen client relationships and generate new business.

Connaissances

SIE license

Series 7

Series 66

Financial planning understanding

Client relationships

Business development

Communication skills

Entrepreneurial mindset

Self-motivated

Ethical standards

Description du poste

LegacyOak Advisors is seeking a motivated Financial Advisor to join our growing practice in Simi Valley, CA. This role blends relationship management with proactive business development to help clients pursue retirement, investment, insurance, and legacy planning goals.

The advisor will cultivate new relationships through referrals, networking, and community engagement, while serving existing clients with comprehensive financial strategies.