Financial Advisor - Santa Rosa, CA - Market 31, Region 48

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 and home-office team. The role requires building relationships, understanding client needs, and overseeing branch processes to provide a high-quality client experience.

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 to ensure a high-quality, streamlined client experience
• Engage the branch team to create, monitor, and adjust the branch business plan

Benefits

• Paid training
• Salary for the first five years as you begin to build your practice
• Firm-provided branch office in the community
• Branch office support to help lighten the load
• Compensation package that includes opportunities for commissions, profit sharing, and incentive travel