Financial Service Advisor
Yreka, CA
W2 Salary + 1099 Compensation + Retirement and Medical Insurance Benefits + Paid Time Off (DOE)
40 hours per week, 8:00am-4:00pm

Overview: We are looking for a sharp, organized, reliable, motivated professional with superior client service skills and great attention to detail. As a financial service advisor, you will work in a team-oriented environment delivering a seamless and integrated approach to client service. Our ideal candidate will use communications and relationship management skills to ensure an exceptional level of client satisfaction.

About Harkness Financial:
We are a financial planning and wealth management firm, located in Siskiyou County.

Responsibilities:
The primary responsibility of the Financial Service Advisor is to assist the senior advisor(s) with client management, account management, investment management/research, and trading. The financial service advisor will help train interns and office administrators on daily tasks and compliance procedures, keeping office manuals and training manuals current.

The financial service advisor will also begin building a book of business, learning from the senior advisor on how to develop a niche, market/advertise, conduct initial consultations, communicate observations and recommendations to clients, and conduct periodic client meetings.

Key Duties:

• Understand and support Harkness Financial’s vision, mission, and strategy;
• Assistance with office administration, including answering phone calls, responding to email, preparing account forms and client paperwork; and supporting office technology;
• Assistance with clients and the HF book of business. Research, follow-up, and resolve client inquiries through effective interaction with clients, account custodians, professional consultants, and other staff in a timely and professional manner
• Training with mentor on client management and niche development;
• Assistance with investment research;
• Assistance with trading of securities;
• Assistance with advertising and marketing, including administration of the HF website, social media postings; and printed publications.
• Assistance with the training of the office administrator(s) and junior/servicing advisor(s).
• Engage in teamwork and team building

1201 S Main, Ste C, Yreka, CA 96097 | T (530) 842-6664 | www.harknessfinancial.com

The financial professionals of Pacific Private Wealth Services are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through

©
Commonwealth Financial Network , Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.

Qualifications:

• Uncompromising ethical standards
• Bachelor’s Degree
• The aptitude to learn and understand the financial services industry
• Desire to further career in the financial services industry
• Demonstrated proficiency in Microsoft Word, Excel, and Outlook
• Ability to quickly master in-house financial planning portfolio management software
• Strong interpersonal, verbal and written communication skills to interact with colleagues and clients
• A highly collaborative work ethic for all aspects of client service
• Regularly interact with clients answering routine questions and service requests
• Maintain a “client-first” service focus
• Efficient in research, troubleshooting, task management, and follow up
• Ability to handle multiple tasks with attention to detail and accuracy
• High degree of initiative

Compensation and Benefits:

• W2 Salaried Employee: $40,000 to $50,000 per year, depending on experience
• 1099 Advisor Fee compensation
• Education expenses for CFP training and insurance license covered by HF
• Retirement Plan Benefits
• Health Insurance Stipend
• Paid Time Off

Call Geoff @ 530-842-6664

1201 S Main, Ste C, Yreka, CA 96097 | T (530) 842-6664 | www.harknessfinancial.com

The financial professionals of Pacific Private Wealth Services are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through

©
Commonwealth Financial Network , Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Professional development assistance

Day range:

• Monday to Friday

Shift:

• 8 hour shift

Ability to commute/relocate:

• Yreka, CA 96097: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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