Job Summary

A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor to join its client-focused advisory team. This direct hire opportunity is ideal for a driven financial services professional with 1 to 2 years of experience who is passionate about helping individuals, families, and businesses build confidence in their long-term financial future.

The Financial Advisor will work closely with clients to understand their goals, evaluate financial needs, and deliver personalized planning and investment guidance. This role offers a supportive team environment, access to professional tools and resources, and the opportunity to build lasting client relationships while continuing to grow within the financial services industry.

This is a strong opportunity for someone who values integrity, professionalism, collaboration, and career development. The firm offers a positive culture, supportive leadership, and a relationship-driven environment where advisors are encouraged to succeed through thoughtful planning, client service, and strategic business development.

Key Responsibilities

- Develop and maintain strong client relationships through ongoing financial planning, communication, and advisory support.
- Assess client financial situations, goals, risk tolerance, and life changes to create tailored financial strategies.
- Provide guidance on investments, retirement planning, insurance, tax strategies, and estate planning considerations.
- Monitor client portfolios and recommend adjustments based on market conditions, financial objectives, and client needs.
- Identify and pursue new business opportunities through networking, referrals, prospecting, and relationship building.
- Stay current on financial products, wealth management strategies, industry trends, and regulatory requirements.

Compensation and Benefits

- Salary range: $60,000 to $75,000 per year.
- Competitive compensation package with base pay plus incentives or commission structure.
- 401(k) matching.
- Financial planning services.
- Health insurance.
- Health savings account.
- Paid time off.
- Retirement plan.
- Full-time employment.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.