Financial Advisor Job at Atria Wealth Solutions
Join a Winning Team!
Sorrento Pacific Financial, LLC. (SPF) is seeking a Licensed Financial Advisor to work remotely, inherit an existing book of business, and provide retirement and investment services for the clients of Westamerica Bank.
SPF (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/
Desired 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
VicKEdcjdd
Please Note :
epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.