Junior Financial Advisor - Flexible Schedule & Growth

Beer Financial Group, Inc.; Los Angeles (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Beer Financial Group (BFG) partners with Northwestern Mutual to help clients achieve financial security through personalized insurance solutions and financial planning. You will build long-term client relationships, understand individual needs, and provide tailored financial strategies.

You’ll benefit from expert mentoring, advanced training, and cutting-edge technology within a supportive, growth-oriented environment.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills.

Responsibilities

• Attract and develop clients by understanding their financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support and adjust plans as client circumstances change.
• Network to build and maintain a client base through referrals and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Job description

Beer Financial Group (BFG) partners with Northwestern Mutual to help clients achieve financial security through personalized insurance solutions and financial planning. You will build long-term client relationships, understand individual needs, and provide tailored financial strategies.

You’ll benefit from expert mentoring, advanced training, and cutting-edge technology within a supportive, growth-oriented environment.