Wealth Advisor, Series 7/66 - Client Growth

Harvest Wealth Group; Exeter (CA); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

401(k) with employer matching

Performance-based incentives

Health, dental, and vision coverage

Paid time off

Job summary

A financial services firm in California seeks a Financial Advisor responsible for managing client relationships and providing tailored financial advice. The successful candidate will have active Series 7 & 66 licenses and prior experience in wealth management. This hybrid role requires strong communication and the ability to manage multiple client accounts effectively. Competitive salary ranging from $85,000 to $100,000 plus performance bonuses, alongside a benefits package including health coverage and a 401(k) plan.

Qualifications

• Active Series 7 & 66 (or equivalent) certification required.
• Prior experience as a financial advisor or relationship manager in wealth management.
• Strong communication skills with clients.

Responsibilities

• Serve as primary advisor for assigned client relationships.
• Lead client meetings and address needs appropriately.
• Support implementation of financial plans and investment strategies.

Skills

Active Series 7 & 66

Strong communication skills

Ability to manage multiple relationships

Demonstrated follow-through

Job description

A financial services firm in California seeks a Financial Advisor responsible for managing client relationships and providing tailored financial advice. The successful candidate will have active Series 7 & 66 licenses and prior experience in wealth management. This hybrid role requires strong communication and the ability to manage multiple client accounts effectively. Competitive salary ranging from $85,000 to $100,000 plus performance bonuses, alongside a benefits package including health coverage and a 401(k) plan.