Financial Advisor, Agent

Jobtailor; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor seeks a client-focused financial professional in Irvine to build lasting relationships, assess client financials, and develop strategies aligned with each client’s goals. You will implement insurance and investment solutions to help clients achieve their visions.

The role emphasizes strong communication, analytical thinking, and the ability to guide clients through complex financial decisions across their lifetimes.

Qualifications

• Prior experience in insurance, investments, banking, finance, or related fields.
• Proficiency in computer skills and various software programs.
• A good understanding of different investment products and services is necessary.
• Ability to build strong relationships with clients.
• Strong analytical and critical thinking skills.
• Exceptional written and verbal communication abilities.

Responsibilities

• Build connections and establish relationships with new clients.
• Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
• Gather information that reflects clients' visions for the future.
• Research and develop strategies to achieve those visions.
• Implement financial and insurance products that support the client's overall objectives.
• Periodically review progress with the client as needed.
• Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.

Skills

Relationship building

Analytical thinking

Critical thinking

Communication skills

Software proficiency

Industry experience

Tools

Various software programs

Job description

• Build connections and establish relationships with new clients.
• Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
• Gather information that reflects clients' visions for the future.
• Research and develop strategies to achieve those visions.
• Implement financial and insurance products that support the client's overall objectives.
• Periodically review progress with the client as needed.
• Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.

Requirements

• Prior experience in insurance, investments, banking, finance, or related fields is essential.
• Proficiency in computer skills and various software programs is also required.
• A good understanding of different investment products and services is necessary.
• Ability to build strong relationships with clients.
• Strong analytical and critical thinking skills.
• Exceptional written and verbal communication abilities.