Wealth Planning & Investment Advisor

Osaic; 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 away

Volunteer days

Job summary

Osaic in Fresno, CA is seeking a Financial Professional to provide comprehensive wealth management and financial planning services. You will build client relationships, deliver personalized investment guidance, and collaborate with leadership to drive business growth.

The role requires 5+ years in wealth management, FINRA Series 7/66 or CFP designation, and a strong command of investment strategies, retirement planning, and client communications.

Qualifications

• 5+ years of experience in wealth management or financial planning
• FINRA Series 7 and Series 66 licenses, or CFP designation
• Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field preferred
• Strong communication, presentation, relationship management, and analytical skills
• Proficiency in Microsoft Excel and experience with CRM and portfolio management software

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
• Maintain accurate client documentation and ensure compliance with regulatory requirements, firm policies, and ethical standards

Skills

Relationship management

Investment guidance

Financial planning

Education

Bachelor's degree in Finance or related field

FINRA Series 7 and Series 66 or CFP designation

Tools

Microsoft Excel

CRM software

Portfolio management software

Job description

Osaic in Fresno, CA is seeking a Financial Professional to provide comprehensive wealth management and financial planning services. You will build client relationships, deliver personalized investment guidance, and collaborate with leadership to drive business growth.

The role requires 5+ years in wealth management, FINRA Series 7/66 or CFP designation, and a strong command of investment strategies, retirement planning, and client communications.