Financial Representative (Training & Mentorship Provided)

Pacific Advisors; California; On-site; USD 12,000 - 78,000; Full time

Job summary

An established industry player is seeking a motivated Financial Representative to join their team. This role offers comprehensive training and mentorship to help you build a successful practice. You'll develop lasting relationships with clients, guiding them in aligning their financial strategies with their goals. Enjoy a competitive benefits package, including a 401(k) plan with matching options and health insurance. If you're passionate about helping others achieve financial wellness, this opportunity is perfect for you.

Benefits

Defined Benefit Plan

401(k) with Match

Health Insurance

Dental Insurance

Mentorship Opportunities

Qualifications

• Must be a US citizen or permanent resident.
• Willing to obtain appropriate insurance & investment licensing.

Responsibilities

• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial strategies current and aligned with their goals.

Job description

Join to apply for the Financial Representative (Training & Mentorship Provided) role at Pacific Advisors.

Get AI-powered advice on this job and more exclusive features.

Base pay range

$12,000.00/yr - $78,000.00/yr

Additional compensation types

Annual Bonus and Commission

Responsibilities

1. Develop and maintain a base of clients who value your input and guidance.
2. Work with clients to keep their financial strategies current and aligned with their goals.
3. Build relationships with clients that will last for years by analyzing information to create a strategy with appropriate products and services.

What we provide

1. Development and training—locally, virtually, and nationally—to support you as you build your practice with us.
2. Teams, tools, and resources to help you market and grow your practice and communicate efficiently and confidently with your prospects and clients.
3. Mentorship and teaming opportunities.
4. A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance, and more.

Minimum Requirements

• Must be a US citizen or permanent resident.
• Willing to obtain appropriate insurance & investment licensing.

Join us in helping people achieve a good life for the rest of their lives. Learn more at www.acareerthatmatters.com.