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Charles Fish Investments, Inc. · 18 hours ago

Investment Adviser Rep/ Financial planner

Irvine, CA

Full-time

Hybrid

Senior Level

5+ years exp

Charles Fish Investments, Inc. is seeking a Financial Advisor to drive business growth by developing and executing strategic sales and marketing plans. The successful candidate will identify and engage potential clients, nurture strong customer relationships, and create marketing campaigns to promote financial offerings.

Angel InvestmentFinanceFinancial Services

Hiring Manager

Sharmi Chakraborty

Responsibilities

Identify and pursue new business opportunities and partnerships within the Fixed Income investment sector

Develop and implement strategic sales and marketing plans to achieve financial product targets and grow the firm AUM

Develop and execute integrated marketing campaigns across multiple channels, including digital (email, social media, SEO), events, and direct outreach

Conduct market research to identify industry trends, competitor activities, and customer needs to inform marketing and sales strategies

Translate complex financial products and services into clear, compelling, and client-friendly content for marketing materials, presentations, and sales collateral

Collaborate with product development and leadership to provide client feedback and contribute to the evolution of our offerings. Build investment portfolios, monitor and rebalance to meet client objectives

Ensure accounts are properly funded and resolve administrative issues

Identify and cultivate new business opportunities and leads

Assess client needs to recommend suitable financial products

Present sales proposals to prospective clients

Achieve sales targets

Manage client records and sales pipeline using a CRM system

Maintain long-term client relationships

Advise clients and provide ongoing product support

Ensure ethical conduct and compliance with industry regulations

Qualification

Series 65CFP designationFinancial products knowledgeCRM proficiencySales/marketing toolsAnalytical abilitiesCommunication skillsInterpersonal skillsProblem-solving abilities

Required

Bachelor's degree in a relevant field

Series 65 and preferably CFP designation

Minimum 5 years experience in financial services sector preferably in an Investment Advisor / Financial planner role

Knowledge of financial products

Strong communication and interpersonal skills

Proficiency with CRM and other sales/marketing tools

Analytical and problem-solving abilities

Benefits

Competitive salary with potential for commissions and bonuses.

Hybrid or In office.

Company

Charles Fish Investments, Inc.

Established in 1984, CFI is an investment adviser registered with the Securities Exchange Commission (SEC) under the Investment Advisers Act of 1940 and is based in Irvine, California.

Founded in 1984

Irvine, California, USA

2-10 employees