Junior Advisor - Modesto, CA

Advisor Talent Solutions; Modesto (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Health insurance

Dental insurance

401(k) after 1 year

Paid time off

Job summary

NIM Retirement Group in Modesto, CA seeks a motivated Junior Advisor to join our growing financial planning team. You will work with existing clients and referrals, receive hands-on mentorship, and develop across tax, medical, income, investment, and legacy planning toward a Lead Advisor role.

The role requires 1+ years in financial services, preferred Series 65 and Life & Health licenses, strong math and communication skills, and willingness to travel to the San Jose home office for training.

Qualifications

• 1+ years of financial services experience.
• Series 65 and Life & Health licenses preferred.
• Strong mathematical, analytical, organizational, prioritization, and written/verbal communication skills.

Responsibilities

• Work alongside the Lead Advisor to service clients, conduct paraplanning, and support individual and team goals.
• Analyze, prepare, present, and help implement customized financial and retirement plans across tax, medical, income, investment, and legacy planning.
• Assist clients with annuities, life insurance, long-term care solutions, and managed portfolios, within applicable licensing and supervision requirements.
• Make proactive outbound calls, schedule appointments, manage follow-ups, and develop, retain, and grow long-term client relationships.
• Meet one-on-one with prospects from seminars and referrals and with existing clients; build trust and follow through on opportunities.
• Participate in public seminars, company events, and client education; communicate effectively.
• Complete required training, maintain organized client records, and develop toward a Lead Advisor role.]
• COMPANY NAME: NIM Retirement GroupKEY POINTS: 1+ year in financial services; Series 65 and Life & Health preferred; travel to San Jose for training

Skills

Analytical skills

Communication skills

Microsoft Office

CRM experience

Spanish language

Tools

CRM software

Job description

Overview:

Position: Junior Advisor

Firm: NIM Retirement Group

Location: Modesto, CA

NIM Retirement Group is a retirement-focused financial planning firm dedicated to helping individuals and families navigate the complexities of retirement with confidence. Based in Modesto, California, we provide personalized financial guidance centered on long-term relationships, exceptional service, and client-first advice.

We are seeking an analytical and relationship-oriented Junior Advisor to join our growing financial planning team. In this role you will work with existing clients and company-generated prospects from seminars and referrals, receive hands-on mentorship, and develop across five retirement planning areas: tax, medical, income, investment, and legacy. The intended development path toward Lead Advisor is approximately 1 year to 2 years, depending on readiness and performance.

What You'll Do:

• Work alongside the Lead Advisor to service clients, conduct paraplanning, and support individual and team goals
• Analyze, prepare, present, and help implement customized financial and retirement plans across tax, medical, income, investment, and legacy planning
• Assist clients with annuities, life insurance, long-term care solutions, and managed portfolios, within applicable licensing and supervision requirements
• Make proactive outbound calls, schedule appointments, manage follow-ups, and develop, retain, and grow long-term client relationship
• Meet one-on-one with prospects from seminars and referrals and with existing clients; build trust and follow through on opportunities
• Participate in public seminars, company events, and client education; communicate effectively
• Complete required training, maintain organized client records, and develop toward a Lead Advisor role

What We're Looking For:

• 1+ years of financial services experience; Series 65 and Life & Health licenses preferred
• Strong mathematical, analytical, organizational, prioritization, and written/verbal communication skills
• Proficient in Microsoft Office; CRM experience preferred
• Fluency in Spanish preferred
• Precise, resourceful, persistent, achievement-driven, and proactive; takes ownership and gets things done
• Warm, empathetic, patient, and attentive; enjoys helping families and building lasting personal relationships
• Positive attitude, quick learner, entrepreneurial mindset
• Willing and able to travel to the San Jose home office for initial and ongoing training
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Strong analytical, organizational, and communication skills
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You'll Get: Pay & Perks:

• Year 1 projected total earnings: $75,000-$100,000.
• Year 2 projected total earnings: $120,000-$150,000.
• Year 3 projected total earnings: $180,000-$250,000.
• Full medical benefits after probation
• Earning ranges are potential salary-and-bonus outcomes; actual compensation depends on experience, performance, and the applicable compensation plan
• Health insurance
• Dental insurance
• 401(k) eligibility after 1 year
• PTO

Schedule:

• In office: Monday - Friday, 8:30am - 5:30pm
• Some evenings and weekends required each month for client visits, conferences and training
• Willing and able to travel to the San Jose home office for initial and ongoing training