Financial Advisor

Fremont Bank

. Serve as a trusted advisor and primary investment resource for high-net-worth clients .

Posted 9/29/2026full-timeFremont • California • United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and implementing customized investment strategies and financial plans for high-net-worth clients, while ensuring compliance with regulations and maintaining strong client relationships. Proficient in portfolio management, risk management, and utilizing financial planning technology to deliver comprehensive solutions.

Highest-signal resume keywords

Financial Advisory ExperienceWealth ManagementPortfolio ManagementSeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial PlanningRisk ManagementPortfolio RebalancingClient Portfolio MonitoringCompliance ManagementMarket AnalysisInvestment Products KnowledgeLiquidity ManagementFinancial Economics

Soft Skills

Excellent CommunicationInterpersonal SkillsRelationship ManagementPresentation SkillsProactive Organization

Tools & Technologies

CRM SoftwareFinancial Planning TechnologyPortfolio Management Technology

Certifications & Qualifications

California Life LicenseCalifornia Health License

Industry Keywords

High-Net-Worth ClientsFiduciary ResponsibilityClient ServiceInvestment OpportunitiesFinancial Markets

About the role

Key responsibilities & impact

Serve as a trusted advisor and primary investment resource for high-net-worth clients
Develop, implement, and continuously monitor customized investment strategies and financial plans
Provide strategic and tactical portfolio recommendations, investment opportunities, risk management strategies, and portfolio rebalancing advice
Monitor client portfolios and investment activities for alignment with objectives, policies, risk parameters, and compliance requirements
Address complex client investment needs, including liquidity requirements, financing considerations, market events, and financial changes
Build, maintain, and grow an assigned book of high-net-worth clients
Develop and maintain relationships with attorneys, CPAs, insurance professionals, business leaders, and other centers of influence
Collaborate with internal banking and investment teams to deliver comprehensive solutions
Utilize CRM, financial planning, research, and portfolio management technology
Ensure assets are accepted, managed, and administered in accordance with controls, policies, procedures, and regulations
Review client agreements and documentation
Maintain current knowledge of financial markets, economics, investment products, industry developments, and regulations
Participate in professional development, training, coaching, research, and peer collaboration
Maintain high standards of integrity, confidentiality, professionalism, compliance, and fiduciary responsibility

Requirements

What you’ll need

Bachelor’s degree or equivalent preferred
3–5 years of financial advisory or wealth management experience preferred
Demonstrated experience leading client discussions and providing advice in a fiduciary capacity
Series 7, Series 66 (or 63/65 equivalent) and California life and health licenses within six months of start date
Strong knowledge of financial markets, economics, investment products, portfolio management, and financial planning
Excellent communication, interpersonal, relationship-management, and presentation skills
Demonstrated ability to anticipate client needs, identify opportunities, and develop effective solutions
Highly organized, proactive, dependable, and comfortable managing multiple complex priorities in a performance-driven environment
Demonstrated integrity and discretion in handling confidential and sensitive client information
Commitment delivering exceptional client service and building long-term client relationships

Benefits

Comp & perks

A people-first culture grounded in inclusion and excellence
Deep community involvement and local reinvestment
A mission-driven workplace where values and performance go hand in hand
Medical, dental, and vision insurance
Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
Employee Stock Ownership Plan (ESOP)
401(k) with employer match
Performance-based bonuses or incentives
Paid holidays, vacation, and sick time
Free personal checking and savings accounts
Home loan rate discounts
Tuition reimbursement and professional development resources
On-site gym and discounted health club memberships
Employee Assistance Program (EAP)