Are you ready for a career change where you can serve families and provide them with a real financial future?
We are urgently seeking new talent to join our reputable company immediately! Our firm has been leading the financial services industry for over 30 years, and as we are rapidly opening new offices in Southern California areas and along the West Coast. With the pandemic, we have picked up even more work and we are primarily working from home and helping our clients through Zoom meetings, but we will eventually be coming back to the offices and mixing work at home with the office.
Although no financial experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to learn to begin a training program as an entry-level financial advisor and to develop into the management and leadership positions (because we only promote from within) to oversee the new offices we are opening. We will provide you a first class financial education with a hands on approach, and are only looking for individuals that are ready to learn from successful advisors in the industry. Financial advisors were recently ranked as the #1 growing career by the U.S. Department of Labor.
Background experience in the following fields are a plus:
-customer service/retail
-business, banking
-sales
-service industry
-accounting
-managerial roles
-business ownership
WE WILL ACCEPT ALL RESUMES AND CONSIDER ALL APPLICANTS WHO APPLY
We are currently looking for PART-TIME and FULL-TIME positions in this role. If you are in transition right now or would like to maintain the stability of your current job, our part-time opportunity may fit your needs.
If you are tired of bouncing from job to job and ready to make a difference in people’s lives, we encourage you to apply and see if we would be a good fit for what you’re looking for, and for us to determine if you are what we are looking for.
Job Requirements:
Building a rapport and relationship with clients and helping them with a:
-Financial Needs Analysis
-Financial Goal Setting
-Strategies to Pursue their Goals
These strategies may include:
-Retirement
-College Funding Plans
-Business Strategies
-Estate Preservation
Those who are interested in becoming a Manager will also be learning to build and manage a team to train and help become successful.