Financial Advisor

Solera Asset Managers and Insurance Agency

GRANITE BAY, CA
30+ days ago

Full-time

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Skills

Analysis Skillsunmatched
Asset Managementunmatched
Certified Financial Planner (CFP)unmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Finance Softwareunmatched
Financial Analysisunmatched
Financial Planningunmatched
Financial Servicesunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Investment Managementunmatched
Investment Servicesunmatched
Investment Strategyunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Market Trend Analysisunmatched
Product Strategyunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Sales Managementunmatched
Series 65unmatched
Team Playerunmatched

Description

Benefits:

Employee discounts
Paid time off
Bonus based on performance
Company parties
Competitive salary
Flexible schedule
Opportunity for advancement

About the Role:
Join Solera Asset Managers and Insurance Agency as a Series 65 Adviser in beautiful Granite Bay, CA. This exciting opportunity allows you to leverage your expertise in investment strategies and client management to help our clients achieve their financial goals.

Responsibilities:

Provide investment advice and financial planning services to clients.
Conduct thorough analysis of clients' financial situations and investment needs.
Develop and implement customized investment strategies.
Maintain up-to-date knowledge of market trends and regulatory changes.
Build and maintain strong client relationships through effective communication.
Prepare and present comprehensive financial reports to clients.
Ensure compliance with all relevant regulations and ethical standards.
Collaborate with team members to enhance service offerings and client satisfaction.

Requirements:

Must have CFP designation or similar
Fee-based planning
Must hold a valid Series 65 license.
Must hold a Life insurance license
Fit Solera culture.
High character: integrity, humility, hunger to grow, loving people, and excellence.
Proven experience in financial advising or investment management.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Knowledge of financial products and investment strategies.
Commitment to ethical practices and client confidentiality.
Proficiency in financial software and tools.

About Us:
Solera Asset Managers and Insurance Agency has been serving clients with dedication and expertise for over a decade. Our clients love us for our personalized approach and commitment to their financial success, while our employees appreciate the supportive and dynamic work environment.

Numbers & Facts

Location	GRANITE BAY, CA
Job Type	Full-time

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