Financial Advisor

Summary: Lead Advisor, LLC is seeking talented professionals to join their growing wealth management firms as Financial Advisors. This role offers an entrepreneurial opportunity to build a financial planning practice with access to training, mentorship, and support while developing a personal book of business. Responsibilities: - Develop and grow your personal book of business by actively prospecting and generating new client leads - Leverage existing professional, community, and personal networks to identify opportunities - Conduct discovery meetings to understand client goals and recommend tailored financial solutions - Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities Required Qualifications: - Bachelor's degree - Strong communication, presentation, and interpersonal skills - Self-starter with high motivation, resilience, and the ability to work independently - Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses - Passion for helping clients achieve financial goals and willingness to build a career from the ground up Preferred Qualifications: - Sacramento, CA 95831 (Preferred) - Sacramento, CA 95831: Relocate before starting work (Preferred) Required Skills: FINRA Series 7 License, FINRA Series 66 License, State Insurance Licenses, Financial Planning, Investments, Insurance, Certified Financial Planner (CFP) Benefits: 401(k), Health insurance, Retirement plan