Experienced Financial Advisor Representative

Falcon PG; Escondido (CA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking experienced financial advisors ready to take control of their careers. This role offers a unique entrepreneurial ecosystem that empowers professionals to lead, grow, and build their own business with the support of a collaborative culture and advanced planning tools. With access to mentorship from industry leaders and a flexible, remote-first structure, you can thrive in an environment designed for autonomy and success. If you're passionate about financial services and eager to make a lasting impact, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Pension

Life Insurance

Marketing Allowances

Training Allowances

Flexible Work Structure

Mentorship Programs

Qualifications

• 2+ years of experience in financial services or investment advising.
• Active licenses preferred: Life & Health Insurance, FINRA Series 6/7.

Responsibilities

• Participate in coaching and mentorship programs.
• Offer solutions in insurance and retirement planning.
• Utilize marketing tools to grow client base.

Skills

Financial Services Experience

Investment Advising

Client Acquisition

Communication Skills

Entrepreneurial Mindset

Goal-Oriented

Education

Life & Health Insurance License

FINRA Series 6/7

Series 65 or 66

Tools

CRM Platforms

Virtual Meeting Tools

Financial Planning Software

Job description

Step Into Leadership – Experienced Financial Advisor / Investment Professional

Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we’re building something different — an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms. We’re not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions — giving you the edge to grow faster, serve better, and build something that’s truly yours.

What You’ll Gain:

1. A leadership track designed for professionals ready to grow a team or scale a firm
2. Access to competitive products and advanced planning tools
3. Mentorship from seasoned industry leaders and a high-performance peer network
4. Marketing and training allowances, back-office support, and business-building resources
5. Flexible, remote-first structure — you're in control of your time and growth
6. Performance-based compensation, residuals, and incentive bonuses
7. Comprehensive benefits: health, dental, vision, 401(k), pension, and life insurance
8. Sponsorship for licensing, if needed (Series 6/7, 65/66, Life/Health)

You’re a fit if you:

1. Have experience in financial services, insurance, or investment advising
2. Possess a strong personal/professional network
3. Are hungry for autonomy, ownership, and long-term growth
4. Want to lead, mentor, and make an impact beyond personal production
5. Are authorized to work in the U.S.

If you’ve been looking for a place to grow, lead, and build your business — not just someone else’s — this may be the opportunity you've been waiting for.

Responsibilities:

1. Participate in structured coaching and mentorship programs.
2. Offer solutions in insurance, asset accumulation, and retirement planning.
3. Utilize marketing tools and resources to grow your client base.
4. Work within a hybrid model, attending in-person meetings and training sessions as required.
5. Ensure compliance with financial industry standards and licensing requirements.

Qualifications:

1. Minimum 2+ years of experience in financial services, investment advising, or insurance
2. Active licenses preferred:
3. Life & Health Insurance License
4. FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain — sponsorship available)
5. Demonstrated success in:
6. Client acquisition and retention
7. Financial planning or investment strategy development
8. Building and maintaining a book of business
9. Strong personal/professional network with business development capability
10. Entrepreneurial mindset with a drive to build and lead a team or practice
11. High-level communication, interpersonal, and consultative skills
12. Self-motivated, disciplined, and goal-oriented
13. Tech-savvy — comfortable using virtual meeting tools, CRM platforms, and planning software
14. Committed to high ethical standards and client-first principles
15. Must be authorized to work in the U.S.