Private Client Advisor: Wealth & Digital Relationships

Fairygodboss; Lynwood (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Retirement savings plan

Backup childcare

Job summary

Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture.

The ideal candidate will have at least 2 years of relevant experience and possess necessary licenses. A competitive compensation package, including base salary and benefits, is offered to support our commitment to employee needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 license is required.

Responsibilities

• Champion and support teammates' success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and channels for investment management.

Skills

Client acquisition

Relationship management

Financial advisory

Financial coaching

Digital innovations

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture.

The ideal candidate will have at least 2 years of relevant experience and possess necessary licenses. A competitive compensation package, including base salary and benefits, is offered to support our commitment to employee needs.