Lead Servicing Financial Advisor for 200+ Clients (Hybrid/Remote)

HARVEST WEALTH GROUP; Exeter (CA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Quarterly performance bonus

401(k) matching

Unlimited PTO

100% company-paid health, dental, and vision coverage

One-month paid sabbatical every 3 years

Job summary

HARVEST WEALTH GROUP in Exeter, CA, is seeking a Servicing Financial Advisor to manage relationships with approximately 200 clients. This role involves conducting reviews, managing service-related needs, and collaborating with the Senior Advisor to uncover planning opportunities. The ideal candidate should have over 3 years in financial planning and hold the required licenses. A salary between $100,000 and $130,000 plus bonuses and comprehensive benefits are offered, including unlimited PTO and 100% company-paid health coverage.

Qualifications

• 3+ years in financial planning, paraplanning, or advisory support required.
• Experience working directly with clients is necessary.
• Self-motivated with a detail-driven mindset.

Responsibilities

• Serve as the main point of contact for ~200 assigned clients.
• Conduct annual review meetings for maintenance clients.
• Prepare and update financial plans and meeting materials.

Skills

Client relationship management

Financial planning

Detail-oriented

Collaboration

Education

Series 7 and 66 (or 63 & 65)

California Life Insurance License

CFP

Tools

MoneyGuidePro

Job description

HARVEST WEALTH GROUP in Exeter, CA, is seeking a Servicing Financial Advisor to manage relationships with approximately 200 clients. This role involves conducting reviews, managing service-related needs, and collaborating with the Senior Advisor to uncover planning opportunities. The ideal candidate should have over 3 years in financial planning and hold the required licenses. A salary between $100,000 and $130,000 plus bonuses and comprehensive benefits are offered, including unlimited PTO and 100% company-paid health coverage.