Financial Advisor - Grass Valley, CA - Market 31, Region 336

Financial advisors partner with clients to help them achieve their long-term financial goals. They develop and grow their own practice, supported by their branch team, a home-office team, and other regional financial advisors.

Requirements

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' and prospective clients' needs, priorities, and concerns
• Oversee branch processes, roles, and responsibilities
• Engage the branch team to create, monitor, and adjust the branch business plan
• Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability

Benefits

• Paid training
• Salary for the first five years
• Firm-provided branch office
• Branch office support
• Support network
• Compensation package including commissions, profit sharing, and incentive travel
• Flexibility in personal and professional lives
• Culture of continuous improvement and professional development
• Medical and prescription drug coverage
• Dental, vision, and voluntary benefits
• Disability income continuation, basic life, and basic AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• Paid sick leave and paid time off
• Bonuses, profit sharing, and paid medical and parental leave
• Travel Award Program
• Employee Assistance Program