Wealth & Retirement Financial Advisor - Fresno

Principal Financial Group; Fresno (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Principal Financial Group in Fresno, CA is seeking a full-time Financial Advisor who will work with clients to assess goals, develop personalized financial plans, and guide investments, insurance, and retirement strategies.

You will meet with clients daily, analyze financial data, prepare recommendations, review portfolios, educate clients, and maintain detailed records while upholding regulatory and ethical standards.

Qualifications

• Develop personalized financial plans and guidance on investments, insurance, and retirement.
• Meet with clients daily to assess goals and analyze financial data.
• Educate clients on financial concepts and maintain detailed records.
• Build long-term client relationships while upholding regulatory standards.

Responsibilities

• Meet with clients to assess goals and develop financial plans.
• Analyze financial data and review portfolios to align with changing needs.
• Educate clients and maintain detailed records.
• Collaborate with internal teams to deliver integrated solutions.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Communication & Relationship Building

Analytical Thinking

Regulatory & Compliance Knowledge

Education

Bachelor’s degree in finance, business, economics, or related field

CFP® / ChFC® certification preferred

Job description

Principal Financial Group in Fresno, CA is seeking a full-time Financial Advisor who will work with clients to assess goals, develop personalized financial plans, and guide investments, insurance, and retirement strategies.

You will meet with clients daily, analyze financial data, prepare recommendations, review portfolios, educate clients, and maintain detailed records while upholding regulatory and ethical standards.