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Financial Advisor

Pursuit

A growing wealth management firm is looking to add Financial Advisors to its team across multiple markets, including Roseville, CA. This is an excellent opportunity for an experienced Financial Advisor who wants to work within an established organization while continuing to grow professionally and build meaningful, long-term client relationships. Why Consider This Opportunity? STRONG base salary range, depending on experience Additional bonus opportunity with $120K-180K+ total earning potential Employee-based advisor model with a stable base salary Comprehensive benefits including medical, dental, vision, 401(k) match, and unlimited PTO 4-week sabbatical every 3 years Hybrid and fully virtual opportunities available Strong support, resources, and a collaborative team environment Opportunity to work with clients across comprehensive wealth management and financial planning What You'll Do: Develop and maintain strong, long-term client relationships Provide comprehensive financial planning and wealth management guidance Identify opportunities to grow client relationships through additional assets, planning, and insurance solutions Serve as a trusted advisor and resource for clients throughout their financial journey Collaborate with internal teams and resources to deliver an exceptional client experience Depending on your background, take an active role in business development and bringing in new assets, or focus more heavily on managing and servicing an existing client base What We're Looking For 2+ years of Financial Advisor experience Series 7 and Series 66, or equivalent licensing Strong communication and relationship-building skills High level of professionalism, integrity, and character Comfortable working in a collaborative, team-oriented environment Ability to work independently while leveraging firm resources and support Both growth-oriented and relationship-focused advisors are encouraged to apply LOCATIONS: *Virtual/Remote employees must live near an airport that offers a direct flight to Fresno, CA* Hybrid advisors can expect to travel to the office approximately once per month. Fully virtual advisors will participate in team meetings and conferences approximately 4-6 times per year. If you're an experienced Financial Advisor looking for a strong compensation package, flexibility, and the resources of an established wealth management organization, we'd love to connect. #J-18808-Ljbffr

Vacancy posted 6 hours ago
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