What are the responsibilities and job description for the Financial Advisor position at AppleOne Employment Services?
Job Summary
A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor to join its client-focused advisory team. This direct hire opportunity is ideal for a driven financial services professional with 1 to 2 years of experience who is passionate about helping individuals, families, and businesses build confidence in their long-term financial future.
The Financial Advisor will work closely with clients to understand their goals, evaluate financial needs, and deliver personalized planning and investment guidance. This role offers a supportive team environment, access to professional tools and resources, and the opportunity to build lasting client relationships while continuing to grow within the financial services industry.
This is a strong opportunity for someone who values integrity, professionalism, collaboration, and career development. The firm offers a positive culture, supportive leadership, and a relationship-driven environment where advisors are encouraged to succeed through thoughtful planning, client service, and strategic business development.
Key Responsibilities
- Develop and maintain strong client relationships through ongoing financial planning, communication, and advisory support.
- Assess client financial situations, goals, risk tolerance, and life changes to create tailored financial strategies.
- Provide guidance on investments, retirement planning, insurance, tax strategies, and estate planning considerations.
- Monitor client portfolios and recommend adjustments based on market conditions, financial objectives, and client needs.
- Identify and pursue new business opportunities through networking, referrals, prospecting, and relationship building.
- Stay current on financial products, wealth management strategies, industry trends, and regulatory requirements.
Compensation and Benefits
- Salary range: $60,000 to $75,000 per year.
- Competitive compensation package with base pay plus incentives or commission structure.
- 401(k) matching.
- Financial planning services.
- Health insurance.
- Health savings account.
- Paid time off.
- Retirement plan.
- Full-time employment.
- Send a Microsoft Word version of your resume to Kristin Sweeney at AppleOne.
- kristins@appleone.com
Salary : $60,000 - $75,000