California Licensed Financial Advisor

Key responsibilities: Manage inbound calls and referrals from the Member Service Contact Center (MSCC) to assess member needs and facilitate appropriate advisor appointments Conduct investment consultations via phone, Zoom, and in-person, identifying financial goals and developing tailored investment strategies Build relationships and awareness of investment services through proactive outreach, community engagement, and support of local market development effortsRequired qualificationsBachelor's Degree or equivalent experience in personal investments, financial planning, or related fields 3+ years of experience in sales and delivery of personal investment products and services Experience conducting phone-based and virtual financial consultations Proven ability to build new client relationships and manage prospect pipelines Preferred experience in a bank, credit union, broker-dealer, or wealth-management firm