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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