Financial Advisor

Job Description

Wealth Advisor (Financial Advisor)
-Pay: $80-95k/year DOE
-Location: Role is 100% on-site in Ventura County, CA
*Must have licenses*
-Job Summary:
We are seeking a motivated Wealth Advisor (Financial Advisor) to help members achieve their financial goals through education, guidance, and personalized financial planning. This role focuses on building strong relationships, providing sound financial advice, and supporting members with investment solutions when appropriately licensed.
-Responsibilities:
• Meet with members to assess financial needs and provide recommendations
• Educate clients on budgeting, savings, investments, and financial planning
• Open and service investment advisory accounts
• Conduct