Financial Representative, Entry Level

Jobtailor; Manhattan Beach (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Manhattan Beach, CA, seeks a client-focused financial advisor to understand client goals and develop comprehensive plans covering investments, insurance, and retirement.

You will build trust with clients, monitor portfolios, and adjust strategies as needs evolve while expanding the client base through referrals and professional networks. Licensing sponsorship is available for Series 6, 63, and state insurance licenses.

Qualifications

• Bachelor's degree preferred.
• Licensing requirements include Series 6, Series 63, and State Insurance License (training and sponsorship available).
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Rapport development

Education

Bachelor's degree preferred

Series 6 License

Series 63 License

State Insurance License

Job description

• Engage with clients to understand their financial goals, aspirations, and concerns.


• Develop comprehensive financial plans that include investments, insurance, and retirement.


• Recommend and implement insurance strategies to protect clients' assets and income.


• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.


• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• A bachelor's degree is preferred.


• Previous experience in financial services, insurance or business development is beneficial but not required.


• Strong interpersonal and communication skills.


• Analytical thinking.


• Ability to build trust and rapport with clients.


• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Core Competencies

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to build trust and rapport. Proficient in monitoring and adjusting financial strategies to align with clients' evolving goals and circumstances.

Hard Skills

• Financial Analysis


• Investment Planning


• Retirement Planning


• Insurance Knowledge


• Client Relationship Management

Soft Skills

• Communication Skills


• Trust Building


• Rapport Development

Certifications & Qualifications

• Series 6 License


• Series 63 License


• State Insurance License

Industry Keywords

• Financial Services


• Business Development


• Client Referrals


• Professional Associations