Wealth Planner & Client Growth Advisor

Advisor Group Inc.; Fresno (CA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking a Financial Professional in Fresno to provide comprehensive financial planning, investment guidance, and wealth management solutions. You will develop and maintain client relationships, deliver personalized recommendations, and partner with clients to achieve long-term financial goals.

The role operates independently while collaborating with leadership and the team to deliver an exceptional client experience and support business growth.

Qualifications

• 5+ years of experience in wealth management, financial planning, investment advisory services.
• Demonstrated experience managing client relationships and providing financial planning and investment guidance.
• Strong knowledge of investment management, portfolio construction, retirement planning, and wealth accumulation.

Responsibilities

• Build and maintain strong client relationships through proactive communication and ongoing financial guidance.
• Develop and deliver comprehensive financial plans, investment strategies, and wealth management recommendations tailored to client objectives.
• Analyze investment portfolios, evaluate performance, and recommend portfolio adjustments based on client goals, risk tolerance, and market conditions.
• Lead client review meetings and effectively communicate financial planning and investment recommendations.
• Identify planning opportunities related to retirement, education funding, tax-efficient investing, estate planning, and wealth transfer strategies.
• Monitor client portfolios and financial plans to ensure recommendations remain aligned with evolving client needs.
• Collaborate with firm leadership and other financial professionals to deliver coordinated planning and investment solutions.
• Support business development initiatives through networking, client referrals, seminars, and community engagement activities.

Skills

Communication skills

Relationship management

Analytical skills

Financial planning

Investment guidance

Education

Bachelor's degree in Finance

High School Diploma

FINRA Series 7 and Series 66 licenses

CFP designation

Tools

Microsoft Excel

CRM

Portfolio management software

Job description

Osaic is seeking a Financial Professional in Fresno to provide comprehensive financial planning, investment guidance, and wealth management solutions. You will develop and maintain client relationships, deliver personalized recommendations, and partner with clients to achieve long-term financial goals.

The role operates independently while collaborating with leadership and the team to deliver an exceptional client experience and support business growth.