E.A. Buck Financial Services · 7 hours ago
Lead Financial Advisor
Pleasanton, CA
Full-time
Onsite
Mid, Senior Level
2+ years expE.A. Buck Financial Services is seeking a Lead Financial Advisor to join their team in Pleasanton, CA. The role involves meeting with clients to develop customized financial plans, providing financial planning advice, and building strong client relationships while achieving individual and team goals.
Financial ServicesInsuranceRetirement
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Meet individual and team goals
Qualification
Required
2+ years of financial service experience required
Series 66 or 65 and Life and Health required
Experience selling AUM, Annuities and Life required
Ability to bring a small book of business
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Preferred
College degree preferred
Experience with CRM preferred
Benefits
401k with generous matching
100% employer paid insurance (health, vision, dental)
Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
Paid holidays
PTO
Company
E.A. Buck Financial Services
E.A. Buck was formed with the mission of making comprehensive financial planning accessible to people of all income levels and backgrounds.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Katie Buck
Chief Executive Officer
Chad Stevens
Chief Financial Officer
Recent News
Seattle TechFlash
2025-04-26
Company data provided by crunchbase