Company Overview: Exceptional Mentorship at Bulman Wealth
With offices in Roseville and Temecula, California, Bulman Wealth stands as a leader in financial planning and wealth management. We are committed to guiding clients through every stage of their financial journey, offering a full suite of services that includes income strategies, wealth management, annuities, investments, and insurance solutions. Our personalized approach ensures that every client receives expert guidance and tailored resources to meet their financial goals.
Position Overview: Financial Advisor (No Prospecting Required)
As a Financial Advisor at Bulman Wealth, you will play a crucial role in helping clients shape their financial futures. You'll lead them through a comprehensive and personalized financial planning process focused on retirement goals. This opportunity is perfect for someone passionate about financial planning and eager to make a significant difference in clients' lives.
Primary Responsibilities:
Conduct thorough financial assessments using proprietary tools, covering areas such as income, investments, taxes, healthcare, and legacy planning.
Create and implement customized financial plans tailored to clients' unique retirement goals.
Leverage the firm's extensive marketing resources-TV, radio, and digital campaigns-to connect with prospective clients.
Work collaboratively with the team to continuously enhance service quality and improve overall client satisfaction.
Qualifications & Skills:
Active Life and Health Insurance License.
Active Series 65 or 66 License.
Proven sales and communication skills.
Experience in client-facing roles; prior financial planning experience is a plus.
Dedication to continuous learning, adaptability, and growth within the team.
Alignment with Bulman Wealth's commitment to delivering comprehensive financial planning to all clients.
Salary: $125,000 - $200,000 base salary plus commissions.
Compensation Package:
Bonus opportunities
Commission-based pay
Health insurance
401(k)
Paid vacation
Additional Information: This is an on-site position and is not eligible for remote work.
Join Bulman Wealth and become part of a team where your expertise will help clients achieve lasting financial security while advancing your career growth.