Investment Advisor

Company Description At Talon Wealth, we believe that understanding life goals is essential to successful financial planning. We specialize in creating personalized wealth plans that align with each individual's priorities, whether the goal is growing retirement assets or securing wealth for future generations. Our professional financial planners provide consultation on various aspects, including cash flow analysis, credit management, tax planning, asset allocation, diversification, and estate planning. We are committed to helping clients navigate complex financial landscapes and make informed decisions for long‑term success.

Role Description This is a full‑time, on‑site role for an Investment Advisor, based in Sacramento, CA. The Investment Advisor will work directly with clients to assess their financial goals, develop customized investment strategies, and provide continuous guidance to help them achieve financial security.

Responsibilities

Analyze financial data and manage investment portfolios.

Recommend suitable financial products to clients.

Foster strong client relationships through excellent customer service.

Collaborate with team members and maintain compliance with regulatory standards.

Qualifications

Expertise in Financial Planning, Investments, and Investment Strategies

Strong foundation in Finance concepts and practices

Exceptional Customer Service skills to build and maintain client relationships

Analytical thinking, outstanding communication, and problem‑solving abilities

Familiarity with financial planning software and tools is a plus

Bachelor's degree in Finance, Economics, or related field

Relevant certifications such as CFP, CFA, or equivalent are strongly preferred

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