Financial Advisor

Premier Financial Group, a locally owned and operated wealth management firm, is seeking to expand their team of trusted Financial Advisors in their Eureka, CA office.

Premier Financial Advisors are known for their excellent interpersonal skills and their ability to develop and maintain long-lasting relationships with clients, colleagues, and the broader community. Premier Advisors are highly trained and continuously mentored by a team of seasoned industry experts who emphasize extraordinary client service. Business development and strategic planning skills are vital to sustaining a successful business, and all members of Premier’s team are required to participate.

Ideal candidates will demonstrate:

Bachelor’s Degree or higher education level with clear focus in Economics, Business, or Finance preferred (note: broader business, mathematics, or social science training or degree may be considered on a case-by-case basis)

Established securities licenses, for example, Series 65, 7, or 66

Certified Financial Planner™ (CFP®) certification or ability to obtain the same

Previous experience advising clients on investments and personal finance

5+ years of client service experience

3+ years of professional office experience

Familiarity with investments, including securities, insurance, and investment management

Demonstrated sales training and professional experience

Friendly and engaging personality and the ability to build trust and rapport

Ability to present in front of individuals and groups with comfort

Workplace computer competency (Windows, Microsoft, and/or Google Suite proficiency)

Portfolio Management Systems, Database, and/or Client Relationship Management system administration experience

Strong organizational and implementation skills combined with extraordinary initiative and self-motivation are the hallmarks of this position. The ability to remain flexible in our ever-changing industry, with a willingness to develop oneself, are key traits of a Premier Financial Advisor.

At Premier Financial, all advisors are fiduciary to clients. Team members build trust and provide “Financial Peace of Mind” by putting client interests ahead of everything else. Premier Financial Advisors have the skills to create investment and financial recommendations unique to each individual, business, or organization’s expressed needs and desires.

Premier offers all employees competitive compensation, exceptional benefits, diverse career growth opportunities, and a supportive environment for continuous learning and growth. Premier Financial's comprehensive benefits package includes:

29 paid days off per year

50% of "employee" portion of medical insurance paid by Premier

$50k group life insurance premium paid by Premier

Employer paid long-term disability insurance

401(K) matching, all fees and costs paid

Ongoing financial and retirement planning

One-time $1k contribution into an educational 529 plan for employee's school-aged children

Annual memberships at Costco

Annual membership with Cal-Ore Flights

$25 monthly toward a gym membership, $50 toward initiation fee

After 6 months of service

After 1 year of service

Additionally, Premier covers the cost of continuing education and licensing for industry certifications, and celebrates its employees with annual celebrations, team events, and professional coaching.

About Premier Financial

Premier Financial Group, Inc. is a locally owned and operated Registered Investment Advisory (RIA) firm located on the northern coast of California. Our vision is to raise all expectations of the investment advisor industry and to exceed those expectations. This is a holistic vision that extends to our clients, our team, our fellow professionals, and our community. In order to fulfill this vision, we understand the importance of maintaining a highly skilled advisory team that consistently delivers exceptional client service. Team members are each encouraged to harness their unique skills and rise to their highest value to excel in their career. Premier Financial is an Equal Opportunity Employer. Learn more at premierfinancial.com.