Financial Advisor & Growth Partner

Beer Financial Group; Oxnard (CA); Hybrid; USD 135,000 - 165,000; 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, Inc. is seeking financial services professionals to help clients achieve long-term financial security through education, planning, and ongoing support.

Join a top-backed network with mentoring, advanced training, and cutting-edge technology, supported by Northwestern Mutual. As a Financial Consultant/Representative, you will build relationships, develop tailored insurance and retirement plans, and provide ongoing updates.

Qualifications

• Bachelor's degree preferred.
• Educated in interpersonal, communication and analytical skills.
• Licenses such as Series 6/63 and state insurance licenses required or training provided.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop financial plans including investments, insurance and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide regular updates, adjusting as needed.
• Build and maintain a network of clients through referrals and involvement.

Skills

People skills

Perseverance

Desire to make a difference

Education

Bachelor's degree

Tools

Licenses: Series 6/63

Job description

Beer Financial Group, Inc. is seeking financial services professionals to help clients achieve long-term financial security through education, planning, and ongoing support.

Join a top-backed network with mentoring, advanced training, and cutting-edge technology, supported by Northwestern Mutual. As a Financial Consultant/Representative, you will build relationships, develop tailored insurance and retirement plans, and provide ongoing updates.