Financial Advisor

Job Description

Job Description

Financial Sales Advisor - Newport Beach, CA

Who We Are :

Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include : Financial Planning, Investment Management, Business Planning, and Insurance Services.

If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.

You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.

Who we are seeking :

• Ideally, 1-2+ years of sales or business development experience
• Local natural market & strong prospecting ability (cold calling, networking, etc.)
• History of success (can be in sales, sports, education, etc)
• Energized by mentorship & collaboration
• Bachelor's Degree strongly desired or equivalent working experience

Preferred but not required :

Licensure : CA Life & Health, SIE, Series 7 & Series 66

Licensing will need to be obtained

Responsibilities :

Build and maintain strong relationships with clients to understand their financial needs and objectives

Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies

Stay up-to-date on market trends, economic conditions, and investment products

Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions

Compensation & Perks :

Supplemental Salary, Commissions, Bonuses & Rewards programs

Vast array of broker / dealer & investment advisory platforms

Dedicated transition support & firm leadership opportunities

Product specialists support & Practice management coaches

Flexible scheduling, company-paid luncheons / events

Expected Pay : $55,000.00 - $75,000.00 per year

Benefits :

Flexible schedule

Professional development assistance

Referral program

Compensation package :

Bonus opportunities

Commission pay

Weekly schedule :

Monday to Friday

Work setting :

In-person

Office