Financial Advisor - Flexible Schedule & Growth Path

Beer Financial Group, Inc.; Los Angeles (CA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Beer Financial Group (BFG) invites professionals to join a growing team that helps clients achieve financial security through education, motivation, and ongoing support. You’ll work with Northwestern Mutual resources and a strong mentorship network to deliver personalized plans and meaningful outcomes.

The role emphasizes relationship building, ongoing client engagement, and a path toward financial independence within a hybrid office model in California.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or sales beneficial but not required.
• Strong interpersonal and communication skills.

Responsibilities

• Attract and develop clients by understanding their financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Recommend and implement insurance strategies to protect clients’ assets and income.
• Provide ongoing support, monitor plans and adjust strategies as needed.
• Network to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Sales ability

Education

Bachelor's degree

Job description

Beer Financial Group (BFG) invites professionals to join a growing team that helps clients achieve financial security through education, motivation, and ongoing support. You’ll work with Northwestern Mutual resources and a strong mentorship network to deliver personalized plans and meaningful outcomes.

The role emphasizes relationship building, ongoing client engagement, and a path toward financial independence within a hybrid office model in California.