Financial Advisor

National Life Group - San Diego; San Diego (CA); On-site; USD 75,000 - 150,000; Full time

Job summary

National Life Group in San Diego is seeking an experienced Financial Services Consultant to help individuals and families design and implement strategies to reach their financial goals. You will meet with clients, educate on protection, retirement, and wealth planning, and build long-term relationships through ongoing guidance, annual reviews, and community involvement.

Required licenses include CPA or CFP, FINRA Series 7 & 66, and state insurance license; a Bachelor's in business/finance is

Qualifications

• Bachelor's degree in business administration, finance, or related field.
• CPA or CFP certification required.
• FINRA Series 7 and 66 licenses required.
• State insurance license (licensing assistance provided).
• Experience with MS Office, Google Suite, CRM, and financial planning software.
• Strong math, relationship, communication, and customer service skills.

Responsibilities

• Meet with individuals and families to understand financial goals, priorities, and concerns.
• Educate clients on strategies that help protect income, loved ones, retirement, and future.
• Design personalized financial solutions based on each family's needs and life stage.
• Build long-term relationships with ongoing guidance, annual reviews, and exceptional service.
• Develop business through community involvement, referrals, workshops, and relationship building.
• Track and document client communications and the financial advice given in the file.

Skills

Math skills

Relationship skills

Communication skills

Customer service

Education

Bachelor’s degree in business administration, finance, or related field

Tools

MS Office

Google Suite

CRM systems

Financial planning software

Job description

Posted 2 days ago

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

What You'll Do

As a Financial Services Consultant, you'll work alongside individuals and families to better understand their financial goals and help them make informed decisions for every stage of life.

Your responsibilities include:

• Meet with individuals and families to understand their financial goals, priorities, and concerns.
• Educate clients on strategies that help protect their income, loved ones, retirement, and future.
• Design personalized financial solutions based on each family's unique needs and life stage.
• Build long-term relationships by providing ongoing guidance, annual reviews, and exceptional service.
• Empower families through financial education so they can make informed decisions with confidence.
• Develop your business through community involvement, referrals, educational workshops, and relationship building.
• Participate in ongoing training, mentorship, and leadership development.
• Maintain the highest standards of professionalism, ethics, and regulatory compliance.
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Who We're Looking For

You don't need previous experience in financial services—we're looking for people who genuinely enjoy helping others.

Successful candidates are:

• Passionate about making a positive impact in the lives of families.
• Excellent communicators who enjoy building meaningful relationships.
• Self-motivated with an enterprising mindset.
• Coachable and eager to learn.
• Honest, dependable, and committed to serving others with integrity.
• Comfortable networking and engaging with their local community.
• Sales, customer service, education, healthcare, or business experience is helpful but not required.
• Eligible to obtain the required state insurance license (licensing assistance provided).
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Bachelor’s degree in business administration, finance, or related field is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial

Compensation

$75,000 - $150,000 yearly

National Life Group is looking for experienced business builders, sales leaders, recruiters, managers, and enterprising professionals who are ready to take their experience to the next level.