Licensed Financial Advisor — Build Long-Term Wealth Plans

o2 Employment Services; Redding (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Vision, dental, and medical insurance

Company perks

Job summary

A financial services recruitment agency is seeking a licensed Financial Advisor in Redding, CA. The role requires strong communication and relationship-building skills to develop client relationships and provide tailored financial plans. The position offers a competitive salary between $65,000 and $95,000 annually based on experience, along with comprehensive benefits including health insurance. Ideal candidates should possess active Series 6 or 7 and 63 or 65 licenses.

Qualifications

• Active Series 6 or 7 license required.
• Active Series 63 or 65 license required.
• Previous experience in financial services or advisory roles.

Responsibilities

• Develop comprehensive financial plans for clients.
• Manage and grow a book of business.
• Provide investment recommendations based on client goals.

Skills

Client-focused approach

Strong communication skills

Relationship-building skills

Job description

A financial services recruitment agency is seeking a licensed Financial Advisor in Redding, CA. The role requires strong communication and relationship-building skills to develop client relationships and provide tailored financial plans. The position offers a competitive salary between $65,000 and $95,000 annually based on experience, along with comprehensive benefits including health insurance. Ideal candidates should possess active Series 6 or 7 and 63 or 65 licenses.