Strategic Investment Planner & Client Solutions

Jobtailor; Martinez (CA); On-site; USD 75,000 - 130,000; Full time

Job summary

Jobtailor in Martinez, CA seeks a licensed financial advisor to plan clients' short- and long-term financial goals by building detailed financial plans using a range of brokerage products including stocks, bonds, mutual funds, annuities, and managed banking solutions.

The role involves recommending investment strategies, triaging client requests, and expanding the client base through referrals while maintaining strong risk controls and regulatory diligence.

Qualifications

• Required licenses: Series 7, Series 66 (or 63/65 in lieu of 66), Series 63/65 licenses.
• 1+ year experience in investments industry with product knowledge.
• 1+ year experience in financial services or sales with targets.
• Proven ability to set and meet goals.
• Strong relationship-building capabilities.
• Collaborative team player.
• Clear and confident communication with clients.
• Able to manage time and prioritize in a fast-paced environment.
• Knowledge of regulatory due diligence in daily activities.

Responsibilities

• Plan clients' short and long-term financial goals by building comprehensive plans.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers based on needs.
• Identify and engage potential new clients through referrals or existing clientele.
• Mitigate and control risk as part of daily activities.
• Provide coaching to referral partners based on client needs.

Skills

Licenses Series 7/66/63/65

Investments experience

Sales experience in financial services

Goal setting

Relationship building

Collaboration

Effective communication

Time management

Regulatory due diligence

Job description

Jobtailor in Martinez, CA seeks a licensed financial advisor to plan clients' short- and long-term financial goals by building detailed financial plans using a range of brokerage products including stocks, bonds, mutual funds, annuities, and managed banking solutions.

The role involves recommending investment strategies, triaging client requests, and expanding the client base through referrals while maintaining strong risk controls and regulatory diligence.