Financial Growth Advisor & Market Developer

Falcon Pacific Group Wealth Management and Insurance Services; San Diego (CA); Hybrid; USD 101,000 - 250,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive training

One-on-one mentorship

Job summary

Falcon Pacific Group (Falcon PG) seeks a Financial Professional - Market Developer in San Diego, CA. Your role focuses on guiding individuals, families, and businesses toward stronger financial futures while building your own book of business in a commission-based environment.

Join a collaborative team with hybrid work, comprehensive training, and one-on-one mentorship to accelerate your career and leadership path within our organization.

Qualifications

• Experience in financial services, with a focus on client education and relationship-building.
• Ability to develop and implement customized financial strategies tailored to individual client goals.
• Proven track record of growing a client base through networking, referrals, and consultative conversations.
• Strong understanding of core financial concepts, including cash flow management and asset protection.
• Effective communication and presentation skills for discussing complex financial concepts with clarity.
• Commitment to ongoing professional development, including participation in training and mentorship programs.
• Ability to thrive in a flexible, hybrid work environment while independently managing your business growth.

Responsibilities

• Develop and nurture strong relationships with clients, guiding them toward achieving their financial goals.
• Analyze market trends to identify new opportunities for growth and expansion in the San Diego-Carlsbad-San Marcos area.
• Collaborate with team members to create innovative financial strategies that meet the unique needs of clients.
• Provide personalized financial advice, ensuring clients understand their options and feel confident in their decisions.
• Build and manage your own book of business, leveraging our resources and mentorship to maximize your potential.
• Conduct regular reviews of client portfolios, making adjustments as needed to align with their evolving objectives.
• Lead educational workshops and seminars to empower clients with knowledge and tools for financial success.

Skills

Financial services experience

Client education

Relationship-building

Develop financial strategies

Networking & referrals

Communication & presentation

Professional development

Hybrid work adaptability

Job description

Falcon Pacific Group (Falcon PG) seeks a Financial Professional - Market Developer in San Diego, CA. Your role focuses on guiding individuals, families, and businesses toward stronger financial futures while building your own book of business in a commission-based environment.

Join a collaborative team with hybrid work, comprehensive training, and one-on-one mentorship to accelerate your career and leadership path within our organization.