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Lead Financial Advisor

2 months ago

Sacramento, California, United States 77 Consultants Full time

At 77 Consultants, we empower our Financial Advisors to thrive by providing a comprehensive, proven framework for success. Benefit from streamlined operations and qualified prospects to advance your practice. Embrace limitless opportunities in a supportive environment. Here’s why becoming part of our team is a wise decision for you:

  • Streamlined Processes: Leverage our EASE methodology to enhance your workflow. Delegate administrative tasks to our dedicated Advisor Support team, allowing you to focus on client relationships. Enjoy extensive marketing assistance, state-of-the-art planning software, and technology—all managed for you. With our resources, you’ll effectively communicate our value proposition during client meetings, ensuring a seamless and productive experience.
  • Renowned Firm: As one of the leading planning firms in the region, we provide a prestigious platform to build trust and credibility with clients. Joining us means aligning with excellence and distinguishing yourself in the financial services industry.
  • Supportive Environment: We prioritize collaboration and teamwork. Our culture encourages open idea sharing and mutual support, avoiding silos. Be part of a community where both clients and associates benefit from a cooperative approach to financial planning.

Your Role:

As a Lead Financial Advisor, you will engage closely with clients to create customized financial strategies that meet their unique needs and aspirations. Your duties will encompass investment and retirement planning, tax, risk, and estate planning, providing strategic counsel to help clients achieve their financial objectives. We are a process-oriented, planning-centric firm.

Your Key Responsibilities:

  • Consult with clients to evaluate their financial needs, aspirations, and risk tolerance.
  • Develop and execute comprehensive financial strategies that align with client goals.
  • Provide strategic insights on investment management, retirement planning, tax, risk, and estate planning.
  • Monitor investment portfolios and stay updated on financial markets and tax regulations.
  • Collaborate with accountants and legal professionals to deliver integrated financial solutions.
  • Educate clients on financial principles and strategies for informed decision-making.
  • Establish and maintain strong client relationships, delivering exceptional service.
  • Ensure adherence to regulatory standards and maintain accurate documentation.

Your Qualifications:

  • Active S7, S66, and CA Insurance Licenses (or willingness to obtain them promptly).
  • A bachelor’s degree in finance, accounting, economics, or a related field is preferred but not mandatory.
  • Prior experience as a Financial Advisor with a demonstrated track record is beneficial.
  • Strong understanding of financial markets, tax regulations, and investment strategies.
  • Excellent analytical, communication, and interpersonal skills.
  • Detail-oriented, organized, and capable of managing multiple responsibilities.
  • Proficiency in financial planning software and tools.
  • High ethical standards and a commitment to client interests.