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Express Employment International · 1 week ago

Servicing Financial Advisor

Visalia, CA

Full-time

Hybrid

Mid Level

$100K/yr - $130K/yr

3+ years exp

Express Employment Professionals is representing a rapidly growing financial planning firm with over $400M in assets under management. The Servicing Financial Advisor will manage approximately 200 client relationships, delivering exceptional service and supporting the Senior Advisor in executing financial plans and identifying opportunities for clients.

Staffing & Recruiting

Responsibilities

Serve as the main point of contact for assigned clients

Conduct annual reviews and proactive check‑ins

Build trust by ensuring clients feel supported, informed, and confident

Prepare, update, and interpret financial plans (MoneyGuidePro experience a plus)

Partner with the Senior FA to implement planning recommendations

Coordinate with Operations to complete service requests while maintaining full client communication

Identify planning gaps and opportunities within client relationships

Support investment, insurance, and account‑related follow‑through

Ensure timely and accurate execution of client directives

Qualification

Series 7Financial planningClient relationship managementCalifornia Life Insurance LicenseCFP®Investment portfolio evaluationRetirement income planningTax-aware planningDetail-orientedCollaborativeSelf-motivated

Required

Series 7 and 66 (or 63 & 65) — Required

3+ years in financial planning, paraplanning, or advisory support

Direct client-facing experience in a planning-focused environment

Self-motivated and detail-oriented

Relationship-first approach

Thrives in structured, process-driven environments

Collaborative, accountable, and committed to excellence

Enjoys helping clients understand the 'why' behind their plan

Advanced financial planning and scenario modeling

Investment portfolio evaluation and risk analysis

Retirement income planning

Insurance and annuity analysis

Tax-aware and estate planning integration

Ability to translate complex financial data into clear, client-friendly guidance

Preferred

California Life Insurance License — Preferred

CFP® — Preferred

Benefits

401(k)

401(k) matching

Dental insurance

Financial planning services

Health insurance

Life insurance

Paid time off

Relocation assistance

Retirement plan

Vision insurance

Company

Express Employment International

Glassdoor3.8

Founded in 1983 and corporately headquartered in Oklahoma City, Express Employment International supports the Express Employment Professionals franchise and related brands.

Founded in 1983

Oklahoma City, OK, US

10001+ employees