Financial Advisor & Wealth Planner | Flexible Growth

Beer Financial Group, Inc.; Bakersfield (CA); Hybrid; USD 120,000 - 200,000; 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. in the United States is seeking energetic financial consultants to help clients achieve financial security through personalized insurance solutions and planning. You will build long-term relationships, understand unique needs, and deliver tailored financial strategies.

Join Northwestern Mutual-backed team with mentorship, training, and growth opportunities. The role offers licensing support, a substantial first-year earning potential, and a flexible schedule within a

Qualifications

• Bachelor’s degree preferred in a related field.
• Experience in financial services is beneficial but not required.
• Strong interpersonal and communication skills essential.
• Licenses: Series 6, Series 63 and state insurance licenses (training available).

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets.
• Monitor plans and adjust strategies to changing circumstances.
• Build and maintain client referrals through networking and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client relationship skills

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Beer Financial Group, Inc. in the United States is seeking energetic financial consultants to help clients achieve financial security through personalized insurance solutions and planning. You will build long-term relationships, understand unique needs, and deliver tailored financial strategies.

Join Northwestern Mutual-backed team with mentorship, training, and growth opportunities. The role offers licensing support, a substantial first-year earning potential, and a flexible schedule within a