Financial Advisor

O2 Employment Services is working with a reputable Financial Services Company to find their next Financial Advisor. This position is based in Redding, CA.

The ideal candidate will be licensed, client-focused, and motivated to build long-term financial strategies for individuals and families. This opportunity is a great fit for someone who is looking for a fresh environment with strong support and growth potential.

• $65,000 – $95,000 annually DOE
• Vision, dental, and medical insurance offered through O2
• Company perks!

• Active Series 6 or 7 license required
• Active Series 63 or 65 license required
• Series 4 is a plus
• Previous experience in financial services or advisory roles
• Strong understanding of investment and retirement planning strategies
• Must be able to pass a background check
• Excellent communication and relationship-building skills

• Develop comprehensive financial plans for clients
• Manage and grow a book of business
• Provide investment recommendations based on client goals and risk tolerance
• Maintain compliance with all regulatory requirements
• Build and maintain long-term client relationships
• Participate in ongoing training and professional development

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

O2 Employment Services is an Equal Employment Opportunity Employer. Reasonable accommodations may be made to enable individuals with disabilities or sincerely held religious beliefs to perform the essential functions of the position.