Private Client Advisor - Wealth & Digital Guidance

Fairygodboss; Monterey (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Healthcare coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Financial Advisor in Monterey, California to build personalized investment solutions for clients. Candidates should have a minimum of 2 years in a financial advisory role and a strong commitment to client relationship management.

Key qualifications include valid Series 7 and Series 66 licenses, with a focus on educating clients about their investments. The position offers comprehensive benefits and aims to foster a culture of diversity and inclusion.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business, delivering personalized investment solutions.
• Educate clients on technology and investment management.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Digital innovations

Education

Bachelor's degree preferred

Certified Financial Planner (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Financial Advisor in Monterey, California to build personalized investment solutions for clients. Candidates should have a minimum of 2 years in a financial advisory role and a strong commitment to client relationship management.

Key qualifications include valid Series 7 and Series 66 licenses, with a focus on educating clients about their investments. The position offers comprehensive benefits and aims to foster a culture of diversity and inclusion.