Financial Solutions Advisor - Bakersfield Area

Job Description

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC;
Safe Act;
Loan Originators; FINRA.

• Work with clients to plan short and long‑term financial goals by building a financial plan with brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and refer to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial‑center clientele.
• Provide coaching and feedback to referral partners on potential product services recommended.
• Apply and expand knowledge by completing required licenses and trainings. If engaging in residential loan mortgage originations, you must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Currently holds Series 7 and 66 (or 63/65 in lieu of 66) licenses. If you do not hold the 66 but have either a 63 or 65, you must obtain a passing score for the missing series within 60 days.
• At least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• At least one year of experience working in the financial services industry and/or a sales environment where sales goals were met or exceeded.
• Set and accomplish goals, achieving whatever you put your mind to.
• Build and nurture strong relationships.
• Collaborate effectively with others to get things done.
• Communicate effectively and confidently, and be comfortable engaging all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast‑paced environment.
• Show a desire to learn, adapt to new information, and seek the right solutions for clients.
• Manage your time and capacity efficiently.
• Be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with the ability to multitask in a demanding environment.
• At least three years of experience working in the financial services industry and/or a sales environment where sales goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

High School Diploma / GED / Secondary School or equivalent.

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Monday to Friday with rotating Saturdays.

1st shift (United States of America).

40 hours.

US - CA
- Bakersfield - 2800 Oswell St
- College Heights (CA0166)

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Eligible to participate in a formulaic incentive plan with monthly, quarterly, and annual incentive opportunities based on performance.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources, and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.