Independent Financial Advisor - Growth, Training & Support

Tax & Financial Group; Newport Beach (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Tax & Financial Group (TFG) is seeking financial advisors at any career stage, offering true independence with meaningful support. We provide a holistic, relationship-first approach delivering planning, investments, business planning, and insurance under one roof.

As an Advisor you will build long-term client relationships, deliver comprehensive financial guidance, and grow your advisory practice with the backing of a large broker‑dealer and dedicated local support.

Qualifications

• 2+ years of experience in financial services.
• FINRA registrations: Series 6, 7, 63, 65 or 66.
• State life and health insurance license (or ability to obtain).

Responsibilities

• Build and manage long-term client relationships with personalized guidance.
• Deliver comprehensive financial planning and investment strategies aligned to client goals.
• Grow and manage an advisory practice with support from a large broker‑dealer network.

Skills

Financial advisory experience

FINRA registrations: Series 6/7/63/65/

Life and health insurance license orob

Job description

Tax & Financial Group (TFG) is seeking financial advisors at any career stage, offering true independence with meaningful support. We provide a holistic, relationship-first approach delivering planning, investments, business planning, and insurance under one roof.

As an Advisor you will build long-term client relationships, deliver comprehensive financial guidance, and grow your advisory practice with the backing of a large broker‑dealer and dedicated local support.