Wealth Advisor: Growth-Driven Client Relationships

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

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