Financial Advisor (On-Site Only – Must Be Local)

Location: Visalia, CA
Employment Type: Direct Hire
Requirements: On-Site Only (Local to Tulare County Required)
Salary: $85k-$100k + quarterly bonuses
Benefits: 100% employee covered health benefits, 401k + 3% match, unlimited PTO, and one month of sabbatical leave every 3 years of service.

Our client is seeking a Financial Advisor to support ongoing client relationships, deliver financial guidance, and ensure exceptional service to the firm’s growing client base. This role requires a polished professional who can work on-site and build strong, long-term relationships with local clients.

Key Responsibilities

Manage an assigned book of business and provide ongoing client service
Conduct review meetings, gather updates, and support client financial goals
Assist with plan updates, investment recommendations, and account servicing
Collaborate with paraplanners and client service staff to ensure seamless delivery
Maintain compliance documentation and CRM accuracy
Support advisors with follow-up, reporting, and client communication
Build trust and rapport with clients through consistent, high-quality service

Qualifications

3–5+ years of experience in financial planning or wealth management
Strong understanding of investment accounts, planning concepts, and client service
Excellent communication and relationship-building skills
Ability to work on-site in Visalia CA (local candidates only)
FINRA licensing (Series 7/63/65/66) required
High professionalism, integrity, and attention to detail

What Is Offered

Stable, long-term career path
Opportunity to work directly with clients and advisors
Collaborative, supportive team environment
Competitive compensation and growth potential

Express Office: Visalia

4002 South Demaree

Suite B

Visalia, CA 93277

Email us

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