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First Command
Sacramento, CA, United States
4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Di
Job Source: First CommandBankers Life
Sacramento, CA, United States
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life fin
Job Source: Bankers LifeCampus
Sacramento, CA, United States
Position Overview The Financial Aid department has a critical team of Financial Aid Specialists across the country who interact with potential and active students on a daily basis. Our Financial Aid Specialists serve as the point of contact to assist students and their families in navigating the complex world of financial aid. This team helps stud
Job Source: CampusRetirement Security Centers
Sacramento, CA, United States
Job Summary : We're seeking a skilled and experienced Financial Planner to join our team. The Financial Planner will work closely with clients to develop comprehensive financial plans and provide strategic advice on investment, retirement, tax, risk, and estate planning. The ideal candidate will have a strong understanding of financial markets, ta
Job Source: Retirement Security CentersLionakis
Florin, CA, United States
Senior Financial Analyst Are you skilled at synthesizing complex financial data into actionable insights? Do you thrive in environments that require strategic thinking and meticulous attention to detail? Are you passionate about leveraging financial analysis to drive strategic decision-making? If you're nodding along, then we're excited to introduc
Job Source: LionakisGolden 1 Talent Acquisition Team
Sacramento, CA, United States
DEPARTMENT: PLANNING AND GOVERNANCE ADMIN REPORTS TO: MGR – IT STRATEGIC SOURCING AND FINANCIAL PLANNING ANALYSIS STATUS: EXEMPT JOB CODE: 11140 PAY RANGE: $97,600.00 - $105,000.00 ANNUALLY GENERAL DESCRIPTION Performs various finance and analytical functions for Golden 1 Credit Union, including but not limited to financial reporting, financial ana
Job Source: Golden 1 Talent Acquisition TeamThrivent Financial
Sacramento
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissio
Job Source: Thrivent FinancialBank of America
Sacramento
Merrill Financial Solutions Advisor - Sacramento Market Sacramento, California;Modesto, California; Redding, California; Roseville, California; Chico, California; Stockton, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Grow
Job Source: Bank of AmericaSacramento, CA, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Sacramento, CA, United States
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