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Entry-Level Financial Advisor
Entry-Level Financial AdvisorFalcon PG • Escondido, CA, US
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Falcon PG • Escondido, CA, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


Benefits include;

  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


We can only consider applicants authorized to work in the United States.

Compensation:

$250,000 at plan earnings

Responsibilities:
  • Attend hybrid meetings, including in-person team collaboration, as required.
  • Attend virtual and in-person training to enhance financial expertise.
  • Work with clients to assess financial needs and develop personalized strategies.
  • Participate in structured coaching and mentorship programs.
  • Provide guidance on insurance, investments, and retirement planning.
Qualifications:
  • No prior financial experience is required, and comprehensive training is included.
  • Self-motivated, coachable, and driven to succeed.
  • Must be authorized to work in the US.
  • Demonstrated leadership or a proven track record of success.
  • Excellent communication and relationship-building abilities.
  • Minimum 2+ years of experience in financial services, investment advising, or insurance
  • Active licenses preferred:
  • Life & Health Insurance License
  • FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain — sponsorship available)
  • Demonstrated success in:
  • Client acquisition and retention
  • Financial planning or investment strategy development
  • Building and maintaining a book of business
  • Strong personal/professional network with business development capability
  • Business mindset with a drive to build and lead a team or practice
  • High-level communication, interpersonal, and consultative skills
  • Self-motivated, disciplined, and goal-oriented
  • Tech-savvy — comfortable using virtual meeting tools, CRM platforms, and planning software
  • Committed to high ethical standards and client-first principles
  • Must be authorized to work in the U.S.
About Company

At Falcon PG, we believe in the power of ventureship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges.

We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference.

We’re looking for motivated professionals with an enterprising spirit, ready to create their own success.

If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!

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Entry-Level Financial Advisor • Escondido, CA, US

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