Wealth Investment Advisor & Portfolio Growth

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

Benefits offered by this job

Medical

Dental

Vision

Retirement with employer match

Paid time off

Job summary

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

Candidates must hold FINRA Series 7 and Series 63/65 or Series 66 licenses at application

Qualifications

• Bachelor's degree from an accredited college or university, or equivalent combination.
• Experience in investment services, wealth management, trust services, portfolio management, or related financial services.
• Strong business development and relationship management skills.
• Demonstrated success in building and retaining client relationships.
• Advanced knowledge of investment products, banking services, and wealth management solutions.
• Excellent communication, presentation, and consultative sales skills.

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 adherence to regulatory requirements.
• 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

Portfolio management

Financial planning

Education

Bachelor's degree

Job description

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

Candidates must hold FINRA Series 7 and Series 63/65 or Series 66 licenses at application