California Licensed Financial Advisor

Posted yesterday

virtual vocationsNew York (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Experienced California Licensed Financial Advisors will find a full-time salaried opportunity focused on building a book of business through enterprise-generated opportunities, virtual consultations, and community engagement while providing personalized investment guidance to members in Southern California.

Key responsibilities: Manage inbound calls and referrals from the Member Service Contact Center (MSCC) to assess member needs and facilitate appropriate advisor appointments Conduct investment consultations via phone, Zoom, and in-person, identifying financial goals and developing tailored investment strategies Build relationships and awareness of investment services through proactive outreach, community engagement, and support of local market development effortsRequired qualificationsBachelor's Degree or equivalent experience in personal investments, financial planning, or related fields 3+ years of experience in sales and delivery of personal investment products and services Experience conducting phone-based and virtual financial consultations Proven ability to build new client relationships and manage prospect pipelines Preferred experience in a bank, credit union, broker-dealer, or wealth-management firm

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.