Share Email Opening Apply Now
Title

Licensed Financial Advisor 

Division Sorrento Pacific Financial, LLC  
Position Licensed Financial Advisor - DCN Wealth Management  
Location DCN Wealth Management - Fremont, CA  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

DCN Wealth Management through its relationship with Sorrento Pacific Financial, LLC. (“SPF”) is seeking a Licensed Financial Advisor to provide retirement and investment services to its customer base in the Fremont, CA area.

When you join DCN Wealth Management and SPF, you enjoy numerous benefits:

  • Mentoring: Working side by side with an established advisor who has made the Top 50 Financial Advisors with the United States (Bank Investment Consultant Magazine) and Top Wealth Managers in San Francisco-East Bay (Five Star Wealth Managers/Diablo Magazine)
  • No proprietary products: Recommend and sell whatever products that best meets your clients’ needs and objectives
  • 401k and Profit Sharing Plan
  • High GDC Payout Structure
  • Concierge service support: Receive exceptional support from back office employees with an advisor to support staff ratio of just 5:1
  • Exceptional technological tools and support

It is DCN’s goal to provide the very best full service and specific unique solutions for every client. To learn more, visit www.dcnwealthmanagement.com

SPF (Member FINRA/SIPC) is a broker-dealer and RIA serving the investment needs of banks and their customers. We work with some of the top financial institutions in the country. We invite you to join our winning team!

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 7, 63/65 or 66 and Insurance licenses

  • Clean U-4 and Background

  • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2252407

EOE

**Representatives are employed by DCN Wealth Management and registered through SPF (Member FINRA/SIPC). To learn more about Sorrento Pacific Financial, LLC. visit www.sorrentopacific.com.

Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7

 

This position is currently accepting applications.

Apply Now




 


 
Click here for technical assistance.