Senior Wealth Advisor

Jobtailor; Oakland (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor in Oakland, CA seeks an experienced Wealth Advisor to source and manage client relationships, crafting long-range financial plans and staying aligned with client goals.

You will drive lead generation, leverage CRM tools, and ensure compliance with industry guidelines while growing a base of valued clients through referrals.

Qualifications

• 5+ years of Financial Services industry experience.
• 3+ years of experience as a planning-based Advisor.
• FINRA Series 65 License or 7 and 66.
• CFP designation is preferred.

Responsibilities

• Source and acquire new clients to build business.
• Use leads and referrals to educate and convert into clients through the Wealth Accelerator Process.
• Follow up with prospective clients, maximize relationships, create referrals and referral partnerships.
• Work with clients to understand goals, concerns and current financial information; analyze to create long-range plans.
• Develop and maintain a client base who value guidance and keep Salesforce updated.

Skills

Financial Planning

Client Relationship Management

Lead Generation

Financial Analysis

SalesForce Proficiency

Education

FINRA Series 65 License

CFP Designation

Tools

MS Office Suite

CRM Systems

SalesForce

Job description

Source and acquire new clients to build business
Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
Follow up with prospective clients, maximize relationships, create referrals and referral partnership
Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals
Maximize relationships, create referrals and keep SalesForce updated
Research industry guidelines. Stay up to date with current events and market trends
Comply with current policies and procedures for financial, investment, tax and insurance industry

Requirements

• At least 5 years of Financial Services industry experience
• At least 3 years of experience as a planning-based Advisor
• FINRA Series 65 License or 7 and 66
• Proficient in MS Office Suite and CRMs
• CFP designation is preferred

Core Competencies

Demonstrates expertise in financial planning and client relationship management, leveraging strong analytical skills to develop tailored financial strategies. Proficient in utilizing CRM systems and maintaining compliance with industry regulations.

Highest-signal resume keywords

• Financial Services Industry Experience
• Planning-Based Advisor Experience
• FINRA Series 65 License
• CFP Designation
• Proficient in MS Office Suite

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Client Relationship Management
• Lead Generation
• Financial Analysis
• SalesForce Proficiency

Soft Skills

• Communication
• Relationship Building
• Analytical Thinking

Certifications & Qualifications

• FINRA Series 65 License
• CFP Designation

Industry Keywords

• Wealth Management
• Investment Strategies
• Tax Compliance
• Insurance Industry Guidelines
• Market Trends

Tools & Technologies

• SalesForce
• MS Office Suite
• CRM Systems