Financial Advisor

Nexus Talent Connect is Seeking A Financial Advisor to Join an Exclusive Financial Firm!

Are you ready to ignite your career as a Financial Advisor in sunny San Diego, California? Seeking a passionate and driven individual to join the team and make a meaningful impact. As a Financial Advisor, you'll be at the forefront of helping clients turn their financial aspirations into reality. Get ready to dive into exciting challenges, craft personalized financial plans, and guide clients toward financial freedom.

Key Responsibilities:

• Dive deep into clients' financial landscapes, analyzing goals, risk tolerance, and current status to chart a course to success.
• Design bespoke financial plans and investment strategies tailored to each client's unique ambitions and objectives.
• Serve as a beacon of guidance, providing ongoing advice and support to clients as they journey towards their financial goals.
• Educate and empower clients with knowledge on investment options, retirement planning, and more, helping them make informed decisions.
• Stay ahead of the curve, keeping a finger on the pulse of market trends, economic shifts, and regulatory updates to steer clients in the right direction.
• Cultivate lasting relationships with clients through proactive communication and unparalleled service.
• Collaborate with a team of like-minded professionals to deliver seamless financial solutions to valued clients.

Qualifications: 

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additional certifications (CFP, CFA, etc.) are a plus.
• Bring 2-7 years of experience as a Financial Advisor or in a similar role, ideally within the financial services industry.
• Show us your track record of building strong client relationships and helping clients achieve their financial dreams.
• Flex your financial muscle with in-depth knowledge of investment products, financial markets, and wealth management strategies.
• Command attention with excellent communication and interpersonal skills, able to simplify complex financial concepts with ease.
• Demonstrate your keen eye for detail and analytical prowess, conducting thorough financial analyses with precision.
• Embrace technology with proficiency in financial planning software and the Microsoft Office Suite.
• Hold the necessary securities licenses (Series 6, 7, 65/66 ) and maintain compliance with regulatory requirements.

Ready to join a high-energy team and make a splash in the world of finance? If you're passionate about empowering others to achieve financial success and possess the skills and qualifications outlined above, we want to hear from you. Let's make dreams happen together! Apply now and let your journey to success begin.

Benefits:

• Comprehensive benefits: 401(k) matching, health, dental, vision, and life insurance
• Extensive practice support
• Normal business expenses and office space covered
• Client event support
• Flexibility for a healthy work-life balance.

Schedule and Location:

• Full-time position Hybrid based in San Diego, CA 
• Stable Monday to Friday work schedule.

Nexus Talent Connect is an Equal Opportunity Employer

At Nexus Talent Connect, we champion diversity as a core pillar of our organizational ethos. We are unwavering in our commitment to cultivating an inclusive hiring process that respects and values individuals of all backgrounds, including age, race, ethnicity, gender identity, sexual orientation, abilities, religion, and perspectives. We believe that diverse experiences and viewpoints fuel innovation and enrich the workplace environment. We are dedicated to providing equal opportunities.