University of Redlands

Financial Advisor - Woodbury

University of Redlands
Burbank, CA 91504, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and experienced financial professional looking for a new opportunity? Look no further! The University of Redlands is seeking a Financial Advisor to join our team at our Woodbury location. As a Financial Advisor, you will have the opportunity to work with a diverse group of clients and provide them with personalized financial advice and planning. Our ideal candidate is a self-motivated individual with a strong background in finance and a passion for helping others achieve their financial goals. Join us at the University of Redlands and make a difference in the lives of our community members.

  1. Provide personalized financial advice and planning to a diverse group of clients.
  2. Utilize financial analysis and market research to make informed recommendations to clients.
  3. Develop and maintain strong relationships with clients to understand their financial needs and goals.
  4. Stay current on industry trends and changes in financial regulations to ensure compliance and provide updated advice.
  5. Collaborate with other team members to develop and implement comprehensive financial strategies for clients.
  6. Proactively identify and pursue new business opportunities to grow the client base.
  7. Maintain accurate and detailed records of client interactions and financial plans.
  8. Develop and deliver presentations and workshops to educate clients on financial planning and investment strategies.
  9. Stay up-to-date on University of Redlands policies and procedures related to financial advising.
  10. Continuously evaluate and improve current processes and procedures to enhance client satisfaction and optimize efficiency.
  11. Maintain a high level of confidentiality and ethical standards in all client interactions.
  12. Represent the University of Redlands in a professional and positive manner at all times.
Where is this job?
This job is located at Burbank, CA 91504, USA
Job Qualifications

  • Bachelor's Degree In Finance, Economics, Or Related Field: A Strong Foundation In Financial Concepts And Principles Is Essential For A Financial Advisor Position At Woodbury.

  • Professional Certifications (E.g. Cfp, Chfc): Possessing Industry-Recognized Certifications Demonstrates A High Level Of Expertise And Credibility In The Field Of Financial Advising.

  • Minimum Of 3-5 Years Of Experience In Financial Advising: Previous Experience In A Similar Role, Preferably At A Reputable Financial Firm, Is Highly Desirable As It Indicates A Level Of Proficiency In Providing Financial Advice.

  • Excellent Communication And Interpersonal Skills: As A Financial Advisor, You Will Be Working Closely With Clients To Understand Their Financial Goals And Provide Customized Solutions. Strong Communication Skills And The Ability To Build And Maintain Relationships Are Crucial For Success In This Role.

  • Knowledge Of Investment Products And Financial Planning Strategies: A Deep Understanding Of Investment Products, Financial Planning Strategies, And Market Trends Is Essential For Providing Sound Financial Advice To Clients. A Candidate With A Diverse Knowledge Base In These Areas Will Be Better Equipped To Navigate The Ever-Changing Financial Landscape.

Required Skills

  • Risk Management

  • Financial Analysis

  • Financial Planning

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Tax Planning

  • Investment Strategies

  • Asset

Soft Skills

  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor - Woodbury in Burbank, CA 91504, USA is $51,500 - $83,500 per year. This may vary depending on factors such as experience, education, and the specific company or organization an individual works for.

Additional Information
University of Redlands is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 21st, 2025
Apply BeforeJune 9th, 2026
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About University of Redlands

The University of Redlands is a private, nonprofit university that connects students to a world of opportunity, geared toward their passions and potential. Centrally located near the beaches, mountains and desert in the heart of Southern California, the University offers more than 50 undergraduate programs, as well as 20 graduate programs

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