Financial Advisor chez Onedigital

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

This role assesses clients' financial needs, offers customized advice, and combines client interaction with financial analysis and sales strategy. Responsibilities include supporting business development through education sessions, events, campaigns, prospecting, and

proposals. Expertise in financial planning, investments, and retirement solutions helps maintain strong client relationships via referrals, workshops, and meetings, focusing on comprehensive wealth management and excellent service.

Essential Duties and Responsibilities (include but are not limited to):

• Develop and Manage Client Relationships:

  · Earn clients' trust by assessing their financial needs, goals, and risk tolerance.

  · Create and deliver tailored financial plans with team collaboration.

  · Providing excellent client service with consistent communication.

  · Conduct regular meetings with clients to assess progress and confirm that investments align with changing requirements.

• Wealth Management Expertise:

  · Advise clients on wealth management, asset allocation, investments, and estate planning.

  · Support clients with complex financial and retirement planning needs.

  · Remain knowledgeable about optimal investment solutions to recommend to clients.

• Prospect Development and Business Growth:

  · Generate leads using OneDigital’s Workplace to Wealth strategy, educational events, networking, and referrals.

  · Provide group and individual employee education sessions, both onsite and virtually, for retirement plan client employees. These sessions are customized based on plan rules, recordkeeper procedures, and organizational objectives to generate qualified Workplace to Wealth leads as a primary source of business development.

  · Turn leads into wealth management clients by moving them efficiently through the

  sales process.

  · Work with the service team on client onboarding and ongoing service processes.

  · Assist with business development by participating in events, campaigns, and meetings with potential clients.

  · Record client interactions and lead generation activities in the CRM system.

  · Generate revenue through successful sales activities.

Qualifications, Skills and Requirements:

• Proven track record of exceeding sales goals.
• Knowledge of financial planning principles, investment strategies, and applicable regulations.
• Strong communication, presentation, and interpersonal skills.
• Capable of working and making decisions independently.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred.
• Experience with financial planning software.
• Ability to adapt to a rapidly changing business and technology environment.
• Demonstrates a willingness to learn and adapt to new solutions, and interprets the effects of new laws for prospective clients
• Regular and predictable attendance is required.
• Up to 35% travel for business.
• Requires a license for IAR registration with OneDigital Investment Advisors

Education, Training and Experience:

• A Bachelor's degree in Business, Economics, Finance, or a closely related discipline is

• preferred; alternatively, substantial experience in wealth advisor sales will be

  considered relevant.

• A valid and relevant securities license is required.
• A minimum of two years of experience in financial advisory is required
• Prefer 2–5 years of relevant sales experience

Other

• This job description should not be construed to imply that these requirements are the

  exclusive standards of the position. Incumbents will follow any other instructions and

  perform any related duties as required. Reasonable accommodation will be provided for

  qualified individuals with disabilities. The employer has the right to revise this job description

  at any time. The job description is not to be construed as a contract for employment.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!