Finance Jobs in Folsom, CA

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2mo ago

Financial Advisor – Retirement Planning (Commission Only)

Talon Wealth Management Folsom, CA

Folsom, CA

2mo ago Closed

$100k - $400k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jun 23, 2026).

Job Description

Talon Wealth Management seeks an experienced Financial Advisor specializing in retirement planning to join its Folsom, CA office. This commission-only role centers on delivering customized retirement strategies and ongoing guidance to retirees and near-retirees, building trusted relationships and guiding clients through income, tax, and estate considerations.

Responsibilities

Develop tailored retirement and investment plans for clients nearing or entering retirement
Advise on income strategies, Social Security optimization, tax planning, RMDs, and estate planning
Meet with clients regularly to review goals and adjust financial strategies
Generate new business through referrals, events, and firm-supported marketing
Maintain strong client relationships built on trust, education, and consistent service
Collaborate with internal and external professionals to deliver comprehensive planning

Requirements

5+ years of experience as a financial advisor or planner
Strong understanding of retirement-focused financial strategies
FINRA Series 7 and 66 licenses required (or Series 63/65)
CFP designation preferred but not required
Proven ability to build client relationships and grow a book of business
Must be comfortable working in a 1099 commission-only role

Benefits

Commission-only structure with no cap on income potential
Qualified leads focused on the retirement and pre-retirement market
Marketing support, client education tools, and lead generation programs
Ongoing training, mentorship, and access to financial planning software
A collaborative and professional environment

About the role

We are seeking a motivated, client-focused Financial Advisor to join Talon Wealth Management. The team specializes in helping retirees and near-retirees protect, grow, and manage their wealth through personalized financial planning. The ideal candidate will bring a solid grasp of financial planning, investment strategies, and risk management, with a deep commitment to building lasting client relationships. This role centers on guiding clients into retirement with clarity and confidence, offering tailored strategies for income planning, tax efficiency, estate preparation, and asset protection.

Job Type

Full-time

Pay

Compensation: USD 100,000 - 400,000 per year

Location

Folsom, CA (onsite)

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