Financial Advisor - Santa Maria, CA - Market 28, Region 034

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more.

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
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability

Benefits

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Disability income continuation
• Basic life
• Basic AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• Paid sick leave
• Paid time off
• Bonuses
• Profit sharing
• Paid medical and parental leave
• Participation in the firm's Travel Award Program