Job Description

We are seeking several Financial Advisors to join our team! We are an independently owned and operated branch office of Raymond James Financial Services. We partner with a regional bank to provide investments, insurance, and financial planning to their customers.

We have available positions in Turlock/Merced, Walnut Creek/Concord, Sacramento/Elk Grove, and Stockton/Manteca.

As a Financial Advisor you will develop and enhance referral relationships with bank staff in 3-5 bank branches while maintaining the freedom to work with clients outside of the banking relationship. You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

RESPONSIBILITIES:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities, and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with the new and existing client base

​QUALIFICATIONS:

• Minimum 2 years experience as a Producing Financial Advisor
• Series 7 and 66 (or 63 & 65) securities licenses
• CA Life, Health, and Disability Insurance license
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills