Private Client Advisor: Wealth & Digital Relationships

Fairygodboss; Thousand Oaks (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Financial Advisor in Thousand Oaks, California, to build client relationships and provide personalized investment solutions. Successful candidates will focus on relationship management rather than portfolio management and possess the necessary financial licenses, demonstrating a commitment to client education and integrity.

The role offers a competitive total rewards package, including comprehensive healthcare, retirement savings plans, and mental health support.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates' success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Education on investment technology

Goals-based planning

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Job description

Fairygodboss is seeking a Financial Advisor in Thousand Oaks, California, to build client relationships and provide personalized investment solutions. Successful candidates will focus on relationship management rather than portfolio management and possess the necessary financial licenses, demonstrating a commitment to client education and integrity.

The role offers a competitive total rewards package, including comprehensive healthcare, retirement savings plans, and mental health support.