Financial Professional

MassMutual; Costa Mesa (CA); On-site; USD 51,000 - 175,000; Full time

Job summary

A leading financial services firm is seeking a Financial Professional to guide individuals and families toward financial stability. This is an opportunity to build your own business while making a meaningful impact in the community. The ideal candidate will be an independent, self-motivated individual with a passion for helping others achieve financial peace of mind.

Benefits

High performance-based earnings

Renewal commissions

Comprehensive medical, vision, and dental plans

Paid programs for insurance licensing

Robust retirement package

Qualifications

• Strong relationship-builder who takes a client-first approach.
• Independent, self-motivated, and goal-oriented individual.
• Excellent time-management skills.

Responsibilities

• Establish networks and cultivate referrals.
• Develop and maintain long-term relationships with clients.
• Provide financial solutions through fact gathering and needs analyses.

Skills

Relationship-building

Client-first approach

Time-management

Entrepreneurial ambitions

Education

Bachelor’s degree or equivalent professional work experience

Job description

1 month ago Be among the first 25 applicants

Financial Professional, Financial Advisor

GoldBook Financial Orange County, California, United States (On-site)

Make an impact – starting with your own life.

This is a career move that could redefine everything

You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released.

What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life?

It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances.

If you’ve considered business ownership, then start your business with us.

Beginning as a Financial Services Professional, and growing your career into a Financial Advisor or Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future.

The work you do is both of value, and aligns with the values we share with you:

• Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
• Follow a well-defined career path with unlimited growth that integrates education with mentorship and teaming opportunities
• Benefit from a culture of innovation that embraces growth and the changes that come with it
• Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
• Have a voice – your contributions and input matter
• Experience the power of flexibility – and the freedom to design your work and your life the way you envision
  
  

How will you build your business?

You will…

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
  
  

Who do you need to be?

• A strong relationship-builder who takes a client-first approach
• A connector of people
• A dedicated worker: independent, self-motivated and goal oriented
• Excellent time-management skills
• Entrepreneurial ambitions to be a business owner
• Bachelor’s degree or equivalent professional work experience
• Legal authorization to work in the US without sponsorship
  
  

Compensation & Benefits

• High performance-based earnings and revenue.
• Additional income structure to support first three years.
• Renewal commissions and recurring fee income.
• Bonus programs and expense allowances.
• Robust retirement package with up to 10% company contributions.
• Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
• Life Insurance and Disability Income Insurance.
• Paid programs for insurance licensing, SIE, Series 7, Series 66 and more.
• Professional designation reimbursement programs.
  
  

Contact us today to discuss a change to work that can have great impact - for you, your family and the clients you serve.

Compensation: From $51,000 to $175,000 per year

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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