Location: Remote (Work from Anywhere)
Company: Harvest Wealth Group
Company Location: Exeter, CA
At Harvest Wealth Group, we believe in making our clients feel known, valued, and loved. Our team operates on the Entrepreneurial Operating System (EOS), collaborating to deliver the best possible service. In our Virtual Planning Center, we manage a subset of about 1,000 clients, offering advice to both those just starting and those with more substantial assets to manage. About 50% of these clients are plan participants in retirement plans managed by Harvest Wealth Group.
If you care about building trust, being part of a strong team, and working with clients in a meaningful way, this could be the right fit for you.
Note: This is not a training role. If you are an inexperienced advisor, please consider applying for our Associate Financial Advisor, Paraplanner, or Operations roles.
At Harvest Wealth Group, our core values guide everything we do. They are not just words on a wall. If these resonate with you, you might have found your new professional home:
** - Scrappy:** We choose a fighting spirit to relentlessly push through challenges and obstacles smarter, faster, and against all odds.
** - Excellence Wins:** We are committed to continually striving to improve and innovate ourselves and our business. We are here to delight, meet, and exceed our team's and clients' highest expectations in everything we do. This gives us the edge.
** - Unyielding Integrity:** We tell the truth, taking responsibility for our mistakes and failures, and we honor our commitments, even when it is difficult, expensive, or inconvenient.
_ Monday: There will be no client meetings._ Focus on team meetings and client prep to set up your week for success.
** - Wednesday-Thursday: Client Focus Days.** Engage with clients, hold meetings, and make outbound calls to maintain strong relationships.
_ - Friday: No client meetings._ Wrap up the week, prep for the next week, and finish early at 1 p.m. to get a head start on your weekend!
** 60%** | Client Meetings & Communication: Most of your time with clients. If you're not in a client meeting, you're proactively calling clients to maintain relationships and address their needs, including taking inbound advisory service calls.
** 30% | Meeting Preparation:** Build or update financial plans, review strategies, and solutions, and prepare for your client meetings.
_ 10% | Team Collaboration:_ Participate in weekly sales meetings, one-on-one meetings with the Sales Director, advisor training sessions, quarterly on-site meetings, and collaborating with the operations team.
_ - Meetings:_ Conduct a minimum of 15 client meetings per week via Zoom or phone.
** - Calls:** Make a minimum of 60 calls weekly — primarily proactive outbound calls while handling advisory inbound calls.
_ - Solutions Presented:_ Present comprehensive financial plans, life insurance solutions, and investment strategies.
** - Growth:** Tiered incentive plan to hit the following metrics. Paid Quarterly
1. Increased Net Flows
2. New Insurance GDC
3. Financial Plans Sold
If you excel in this role, you will have opportunities to grow within our Virtual Planning Center or move into managing higher-net-worth clients, where you would build a smaller, more focused book of clients (around 200) for deeper engagement.
_ - Licenses:_ Series 7, Series 66 (or Series 63 & Series 65), Life Insurance. The only exception is the CFP waiver of the series 65.
- ** Sales Experience:** Min. 2 years of financial advisory sales experience.
** - Volume Experience:** Call center or high-volume office experience is highly desired
** -Designations:** CFP® not required but highly desired
** - Mindset:** You’re client-focused and passionate about serving people.
Money Guide Pro, Redtail, HubSpot, Kwanti, Nitro, Precise FP, Schwab Institutional, iRebal.
- Starting Base Salary: $60K+ depending on experience. Incentive plan bonus pool of $50,000+
- 401(k) with a 3% match, 4% employer match of a 5% employee deferral.
- 100% health, dental, and vision premium coverage for employees.
- Unlimited PTO
-Sabbatical program (1 Month PTO every 3 years).
- Clear opportunities for career development and growth.
If this sounds like you, we’d love to hear from you. Submit your resume and cover letter through our online portal.