Hybrid Financial Planning Associate

Beer Financial Group, Inc.; Bakersfield (CA); Hybrid; USD 50,000 - 150,000; Full time

Benefits offered by this job

Professional development

First year stipend

Performance incentives

Work-life balance

Schedule flexibility

Mentorship

Job summary

Qualifications

• A bachelor's degree is preferred.
• Experience in financial services or insurance is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client attraction/development: engage with clients to understand financial goals and concerns.
• Financial planning: develop comprehensive plans including investments, insurance, and retirement.
• Insurance solutions: recommend and implement strategies to protect assets and income.
• Ongoing support: monitor plans and update strategies as needed.
• Networking: build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Networking

Analytical thinking

Client relationships

Education

Bachelor's degree preferred

Job description