Financial Consultant

Job Title: Financial Consultant
Location: Moorpark, CA (Hybrid)
Job Type: Full-Time | Permanent

Job Summary

We are seeking a financial Consultant with knowledge of financial planning, retirement planning, and investment management. Skilled in building long-term client relationships, business development, prospecting, and client acquisition. Experienced in understanding client needs and recommending suitable financial solutions while maintaining high ethical standards and a client-first approach. Strong communication, presentation, and interpersonal skills, with a self-motivated, organized, and goal-oriented mindset.

Required Qualifications

• 3+ years of experience as a Financial Advisor.
• SIE, Series 7, and Series 66 licenses are required.
• Proven experience building and maintaining relationships with affluent individuals, families, and business owners.
• Experience in prospecting, referral generation, networking, client acquisition, and growing existing accounts.
• Candidate having book of business is highly preferred.
• Strong communication, presentation, interpersonal, and financial review skills, with a client-first approach and high ethical standards.