Strategic Wealth Solutions Advisor

Jobtailor; Concord (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

Jobtailor is seeking a financial professional to provide comprehensive financial guidance and customized solutions to clients in California. The role involves triaging client leads, building financial plans using brokerage products, and meeting with clients to review goals.

Applicants should hold Series 7 & 66 or Series 63 & 65, with a preference for CFP/CRPC designations and insurance licenses. Training and licensing are required as part of the onboarding process.

Qualifications

• Requires Series 7 & 66 or Series 63 & 65 as applicable
• CFP and/or CRPC designations preferred
• Insurance licenses desirable
• SAFE Act registration requirements apply

Responsibilities

• Provide comprehensive financial guidance and customized solutions to clients
• Triages client leads and requests
• Build financial plans using brokerage products (stocks, bonds, mutual funds, annuities, banking and managed solutions)
• Meet with clients to review financial and investment goals
• Refer clients to internal partners based on needs and thresholds
• Coaching and feedback to referral partners
• Complete required licenses and trainings
• Work Mon–Fri with rotating Saturdays

Skills

Effective Communication

Relationship Building

Time Management

Multitasking

Goal Setting

Education

High School Diploma

Job description

Jobtailor is seeking a financial professional to provide comprehensive financial guidance and customized solutions to clients in California. The role involves triaging client leads, building financial plans using brokerage products, and meeting with clients to review goals.

Applicants should hold Series 7 & 66 or Series 63 & 65, with a preference for CFP/CRPC designations and insurance licenses. Training and licensing are required as part of the onboarding process.