Pursuit
Sales Recruiter – Recruiting Elite Sales Talent – Medical Device, Software, & B2B
Our client, a well‑established and expanding financial services firm, is looking to add a Servicing Financial Advisor to their team in Exeter, CA. This is a rare opportunity to step into an existing book of business, join a team with true mentorship and structure, and follow a clear path to Senior Advisor — without the need for cold calling.
What You’ll Need
Active
Series 7
license (required)
Active
Series 66 , or
63 & 65
(required)
3–5+ years
of experience in a client‑facing advisory role
Proven success selling
financial plans for a fee
and life insurance (ideally)
Sales‑oriented mindset and track record of growing a book of business
CFP®
or close to completion (huge plus!)
CA Life License
(must be willing to obtain if not currently held)
Why This Role Stands Out
No cold calling — inherit an existing book
Elite team culture, structure, and ongoing mentorship
Promotional path to Senior Advisor and beyond
Comprehensive benefits including unlimited PTO and sabbaticals
Compensation
STRONG Base Salary (depends on experience) + Monthly Bonuses
401(k) with match
If you’re a licensed, driven advisor looking for a more supportive and growth‑oriented environment, this could be your next big step. Apply directly to learn more — all inquiries kept confidential!
#J-18808-Ljbffr
What You’ll Need
Active
Series 7
license (required)
Active
Series 66 , or
63 & 65
(required)
3–5+ years
of experience in a client‑facing advisory role
Proven success selling
financial plans for a fee
and life insurance (ideally)
Sales‑oriented mindset and track record of growing a book of business
CFP®
or close to completion (huge plus!)
CA Life License
(must be willing to obtain if not currently held)
Why This Role Stands Out
No cold calling — inherit an existing book
Elite team culture, structure, and ongoing mentorship
Promotional path to Senior Advisor and beyond
Comprehensive benefits including unlimited PTO and sabbaticals
Compensation
STRONG Base Salary (depends on experience) + Monthly Bonuses
401(k) with match
If you’re a licensed, driven advisor looking for a more supportive and growth‑oriented environment, this could be your next big step. Apply directly to learn more — all inquiries kept confidential!
#J-18808-Ljbffr