Financial Professional - Wealth Management

About the role

The Financial Professional acts as a trusted advisor to clients, offering comprehensive financial planning, investment guidance and wealth management solutions. The role builds and maintains client relationships, delivers personalized recommendations and partners with clients to reach their long-term financial goals. It is a full-time position (35 hours per week) in Fresno, California.

Key responsibilities

• Build and maintain strong client relationships through proactive communication and ongoing financial guidance.
• Develop and deliver comprehensive financial plans, investment strategies and wealth management recommendations tailored to client objectives.
• Analyze investment portfolios, evaluate performance and recommend adjustments based on client goals, risk tolerance and market conditions.
• Lead client review meetings and communicate financial planning and investment recommendations clearly.
• Identify planning opportunities for retirement, education funding, tax-efficient investing, estate planning and wealth transfer.
• Monitor client portfolios and plans so recommendations stay aligned with changing client needs.
• Collaborate with firm leadership and other financial professionals on coordinated solutions.
• Support business development through networking, client referrals, seminars and community engagement.
• Maintain accurate client documentation and comply with regulatory requirements, firm policies and ethical standards.

Required profile

• Bachelor's degree in Finance, Financial Planning, Business, Economics or a related field preferred; high school diploma or GED required.
• FINRA Series 7 and Series 66 licenses, or CFP designation.
• 5+ years of experience in wealth management, financial planning, investment advisory or a related financial services environment.
• Demonstrated experience managing client relationships and giving financial planning and investment advice.
• Strong knowledge of investment management, portfolio construction, retirement planning and wealth accumulation.
• Excellent communication, presentation, relationship management and analytical skills, with the ability to work independently and manage multiple client priorities.

Required skills

• Proficiency in Microsoft Excel
• Experience with financial planning, CRM and portfolio management software

What we offer

• Salary of $90,000-$135,000 plus an annual performance-based bonus, depending on location, skills, licensure, experience and education.
• Health, vision and dental insurance, 401k, paid time away, volunteer days and more.