Financial Services Advisor

Herbert Financial Group; Monrovia (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Herbert Financial Group in Monrovia, CA is seeking a Financial Services Advisor to meet with business clients, assess their financial needs, and develop tailored strategies for tax planning, retirement planning, investments, and risk management.

You will present recommendations, review client portfolios, stay updated on market and regulatory changes, and maintain compliant documentation while building long-term relationships with business owners and executives.

Qualifications

• Candidate should have expertise in financial planning and advisory for business clients.
• Strong knowledge of finance and investments to analyze portfolios.
• Experience in retirement planning to support owners and employees.
• Certifications (CFP, ChFC) or a finance-related bachelor’s degree preferred.

Responsibilities

• Prepare financial analyses and proposals for clients.
• Meet with business clients to assess needs and present tailored strategies.
• Collaborate with internal team members and external partners for implementation.
• Maintain accurate documentation and regulatory compliance; ongoing client communication.

Skills

Financial Planning

Financial Advisory

Finance and Investments

Retirement Planning

Analytical

Communication

Client relationships

On-site

Education

CFP

ChFC

Bachelor’s degree in Finance/Business/Economics

Job description

Company Description Herbert Financial Group has been serving the financial needs of businesses for over 19 years, providing specialized solutions for business owners, corporate clients, and their teams. The firm focuses on business tax and real estate strategies, business overhead insurance, employee benefits, 401(k) plans, and business investments to drive consistent growth and asset protection. Through a strong network of insurance carriers and financial institutions, Herbert Financial Group gains preferred access to products and services that address complex planning requirements. The organization empowers business leaders with knowledge, values transparency and loyalty, and makes decisions with integrity rooted in a deep understanding of client needs. Applicants will join a team that tailors strategies to evolving business stages and prioritizes safeguarding clients’ hard-earned assets.

Role Description The Financial Services Advisor is a full-time, on-site role based in Monrovia, CA. This role involves meeting with business clients to assess their financial needs, developing tailored strategies for tax planning, retirement planning, investments, and risk management, and presenting recommendations in a clear and accessible manner. The advisor will regularly review client portfolios, monitor market and regulatory changes, and adjust strategies to maintain growth and asset protection. Daily responsibilities include preparing financial analyses and proposals, collaborating with internal team members and external partners, and maintaining accurate documentation and compliance with regulatory standards. The role also includes ongoing client communication, education, and relationship management to support long-term financial objectives.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to design and present comprehensive strategies for business clients.
• Candidates should possess strong knowledge of Finance and Investments to analyze portfolios and recommend appropriate solutions.
• Candidates should possess expertise in Retirement Planning to support business owners and employees in achieving long-term retirement goals.
• Strong analytical, problem-solving, and quantitative skills with attention to detail.
• Excellent interpersonal, communication, and client relationship management abilities.
• Ability to work on-site in Monrovia, CA and collaborate effectively in a team environment.
• Relevant professional certifications (e.g., CFP, ChFC, or similar) and/or a bachelor’s degree in finance, business, economics, or a related field are preferred.
• Experience in business-focused financial services or advising corporate clients is an advantage.