Wealth Investment Advisor | Commission-Powered Growth

Oak-Valley-Community-Bank; Oakdale (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement savings with employer match

Paid time off

Job summary

Oak Valley Community Bank is seeking an experienced Investment Representative to provide comprehensive investment guidance, financial planning, and portfolio management services to our clients. This role is responsible for developing and managing client relationships, growing a portfolio of investment clients, and partnering with internal banking teams to deliver exceptional wealth management solutions.

Applicants must hold FINRA Series 7, Series 63, and Series 65 licenses, or Series 7 and

Qualifications

• Bachelor's degree or equivalent required.
• Strong business development and relationship management skills essential.
• Excellent communication, presentation, and consultative sales abilities required.

Responsibilities

• Manage and grow an investment and wealth management client portfolio.
• Provide financial planning, investment advice, and portfolio management services.
• Conduct portfolio reviews and identify opportunities to deepen client relationships.
• Present investment strategies, asset allocation concepts, and wealth planning solutions.
• Partner with banking teams to identify and serve clients' financial needs.
• Develop new business through networking, referrals, and community involvement.
• Maintain compliance records and ensure regulatory adherence.
• Serve as a trusted advisor to clients and prospects.
• Promote exceptional client service and strengthen relationships across the Bank.

Skills

Relationship management

Business development

Communication skills

Education

Bachelor's degree

Job description

Oak Valley Community Bank is seeking an experienced Investment Representative to provide comprehensive investment guidance, financial planning, and portfolio management services to our clients. This role is responsible for developing and managing client relationships, growing a portfolio of investment clients, and partnering with internal banking teams to deliver exceptional wealth management solutions.

Applicants must hold FINRA Series 7, Series 63, and Series 65 licenses, or Series 7 and