Wealth Advisor

Jobtailor; California (MO); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a driven financial advisor to develop long-term client relationships, conduct comprehensive financial reviews, identify planning opportunities, and deliver customized financial recommendations to clients. You will build referral networks and centers of influence, mentor future advisors, and contribute to enterprise value with a growth-minded approach and entrepreneurial spirit.

This role emphasizes active licensing and FINRA registrations as preferred qualifications, with a

Qualifications

• Requires life & health insurance license preferred.
• FINRA registrations (SIE, Series 6, 7, 63, 65, 66 or other) preferred.
• 1+ years of experience in financial services, wealth management, insurance, or financial planning.
• Strong relationship-focused mindset and entrepreneurial spirit.

Responsibilities

• Develop and maintain long-term client relationships.
• Conduct comprehensive financial reviews.
• Identify planning opportunities and deliver customized financial recommendations.
• Build referral networks and centers of influence.
• Mentor future advisors and contribute to enterprise value.

Skills

Relationship-focused

Entrepreneurial spirit

Mentoring Future Advisors

Growth-minded

Tools

SIE

Series 6

Series 7

Series 63

Series 65

Series 66

Active Life & Health Insurance License

Job description

• Develop and maintain long-term client relationships
• Conduct comprehensive financial reviews
• Identify planning opportunities
• Deliver customized financial recommendations
• Build referral networks
• Develop centers of influence
• Create enterprise value
• Mentor future advisors

Requirements

• Active Life & Health Insurance License preferred
• FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or other) preferred
• 1+ years of experience in financial services, wealth management, insurance, or financial planning
• Relationship-focused
• Entrepreneurial spirit
• Growth-minded approach

Core Competencies

Demonstrates expertise in developing and maintaining client relationships while delivering customized financial recommendations. Possesses a strong entrepreneurial spirit and a growth-minded approach to identify planning opportunities and create enterprise value.

Highest-signal resume keywords

• Active Life & Health Insurance License
• FINRA Registrations
• Financial Services Experience
• Wealth Management Experience
• Financial Planning Experience

ATS Optimization Keywords

Hard Skills

• Financial Reviews
• Customized Financial Recommendations
• Planning Opportunities Identification
• Referral Network Building
• Centers of Influence Development

Soft Skills

• Relationship-Focused
• Mentoring Future Advisors
• Entrepreneurial Spirit
• Growth-Minded Approach

Certifications & Qualifications

• SIE
• Series 6
• Series 7
• Series 63
• Series 65
• Series 66

Industry Keywords

• Financial Services
• Wealth Management
• Insurance
• Financial Planning