Investment Adviser

3 hours ago


Irvine, California, United States Aimic Inc Full time

Job summary

The Financial Advisor will be at the forefront of driving business growth by developing and executing strategic sales and marketing plans. The successful candidate will identify and engage potential clients, build and nurture strong customer relationships, and create compelling marketing campaigns to promote our financial offerings. This role is ideal for a self-motivated individual with a passion for sales and a solid understanding of the financial services industry. The candidate must bring a small book of business to start with.

Required qualifications

  • Bachelor's degree in a relevant field.
  • Series 65 and preferably CFP designation.
  • Minimum 5 years experience in financial services sector preferably in an Investment Advisor / Financial planner role.
  • Knowledge of financial products.
  • Strong communication and interpersonal skills.
  • Proficiency with CRM and other sales/marketing tools.
  • Analytical and problem-solving abilities.


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