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Financial Advisor

Company: Atria Wealth Solutions
Location: Fairfield
Posted on: July 30, 2022

Job Description:

Join a Winning Team!Sorrento Pacific Financial, LLC. (SPF) is seeking a Licensed Financial Advisor to provide retirement and investment services for the clients of Westamerica Bank in the Fairfield, CA area.When you join SPF and Westamerica Bank, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility within your local community
  • Large opportunity: Established book of business and ability to easily tap into the banks client base to find new clients
  • No proprietary products: Recommend and sell whatever products best meet your clients' needs
  • Concierge service support: Receive exceptional support from back-office employees with an advisor to support staff ratio of just 5:1SPF (Member FINRA/SIPC) is a stable broker-dealer and RIA. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are led by visionary financial services leaders who see farther. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!Established in 1884, Westamerica Bank is a growing and profitable institution with over $6.8BB in assets. It is headquartered in San Rafael and is the 22nd largest bank in the state of California. It is also the 209th largest bank in the nation. For more information, visit: https://westamerica.com/RequirementsDesired Qualifications:
    • Licenses and Registrations: FINRA Series 7, 63 (65 or 66 required) and Insurance license
    • Clean U-4 and Background
    • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union
    • Certified Financial Planner designation preferred (CFP) EOE
      • Representatives are employed and registered through SPF (Member FINRA/SIPC). To learn more about Sorrento Pacific Financial, LLC. visit www.sorrentopacific.com.Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7

Keywords: Atria Wealth Solutions, Fairfield , Financial Advisor, Accounting, Auditing , Fairfield, California

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