What are the responsibilities and job description for the Financial Advisor position at Pursuit?
Servicing Financial Advisor | Exeter, CA | Existing Book Strong Growth Path
Our client, a well-established and expanding financial services firm, is looking to add a Servicing Financial Advisor to their team in Exeter, CA. This is a rare opportunity to step into an existing book of business, join a team with true mentorship and structure, and follow a clear path to Senior Advisor — without the need for cold calling.
What You’ll Need:
- Active Series 7 license (required)
- Active Series 66, or 63 & 65 (required)
- 3–5 years of experience in a client-facing advisory role
- Proven success selling financial plans for a fee and life insurance (ideally)
- Sales-oriented mindset and track record of growing a book of business
- CFP® or close to completion (huge plus!)
- CA Life License (must be willing to obtain if not currently held)
Why This Role Stands Out:
- No cold calling — inherit an existing book
- Elite team culture, structure, and ongoing mentorship
- Promotional path to Senior Advisor and beyond
- Comprehensive benefits including unlimited PTO and sabbaticals
Compensation:
- STRONG Base Salary (depends on experience) Monthly Bonuses
- Paid Medical, Vision, Dental
- 401(k) with match
If you’re a licensed, driven advisor looking for a more supportive and growth-oriented environment, this could be your next big step. Apply directly to learn more — all inquiries kept confidential!