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Veater Financial Group is seeking a Financial Professional in Fresno, CA, to support clients in achieving their financial goals through investment portfolio research and analysis. The role offers a competitive salary of $80K - $90K, potential bonuses, and a comprehensive benefits package.
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Job Summary
Primary responsibility for working with clients to support the achievement of their financial goals, including preparing investment portfolio research, analysis, and reports.
Duties include generating investment reports, meeting with clients to establish financial goals, completing financial plans, and managing portfolio changes.
Competitive salaries are offered along with benefits including health, vision, dental insurance, 401k, vacation and sick time, and volunteer days.
Matching Summary
Match Score: 75
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Veater Financial Group is seeking a Financial Professional in Fresno, CA, to support clients in achieving their financial goals through investment portfolio research and analysis. The role offers a competitive salary of $80K - $90K, potential bonuses, and a comprehensive benefits package.
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Salary
Base: $80K - $90K; Bonus/Equity: BONUS OPPORTUNITY; Benefits: health, vision, dental insurance, 401k, vacation and sick time, volunteer days
Skills & Requirements
Must-have
Investment portfolio research and analysis
Client goal achievement support
Client financial plan preparation
Investment portfolio structuring
Client trade instruction preparation
Client account analysis and management
Community event representation
Nice-to-have
Positive customer service attitude
Strong analytical skills
Attention to detail
Key Requirements
FINRA Series 7 and Series 66 licensure or CFP designation
Bachelor's Degree or equivalent work experience/licensure preferred
Ability to work independently to meet deadlines
Excellent problem solving, strong organizational and communication skills