Impactful Financial Advisor – Flexible Schedule & Mentorship

Beer Financial Group, Inc.; Bakersfield (CA); Hybrid; USD 60,000 - 150,000; Full time

Benefits offered by this job

Professional development

First year stipend

Competitive compensation

Mentorship program

Flexible schedule

Work-life balance

Community impact

Job summary

Beer Financial Group, Inc. (BFG) partners with Northwestern Mutual to empower clients to achieve financial security through education, mentoring and cutting-edge training.

As a Financial Consultant/Representative, you will build long-term relationships, design personalized insurance and retirement plans, and help individuals and businesses reach their goals. Join an inclusive, growth-oriented team with a path to substantial earnings, professional development, and a support network backed by a

Qualifications

• Bachelor's degree preferred or equivalent experience.
• Experience in financial services is beneficial but not required.
• Licenses such as Series 6/63 and state insurance licenses are required or obtainable with training.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Recommend and implement insurance solutions to protect assets and income.
• Provide ongoing support and monitor plans, adjusting as needed.
• Network to build and maintain a client base through referrals and partnerships.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree preferred

Tools

Series 6/63 licenses

State insurance licenses

Job description

Beer Financial Group, Inc. (BFG) partners with Northwestern Mutual to empower clients to achieve financial security through education, mentoring and cutting-edge training.

As a Financial Consultant/Representative, you will build long-term relationships, design personalized insurance and retirement plans, and help individuals and businesses reach their goals. Join an inclusive, growth-oriented team with a path to substantial earnings, professional development, and a support network backed by a