Junior Financial Advisor – Hybrid (San Diego)

Falcon PG; San Diego (CA); Hybrid; USD 85,850 - 115,150; Full time

Benefits offered by this job

Flexible schedule

Health, dental, vision insurance

401(k), pension, life insurance

Training allowance and incentives

Licensing sponsorship and development

Job summary

Falcon PG is seeking ambitious individuals in San Diego, CA to join our finance-focused team as Financial Representatives. The role emphasizes structured training, mentorship, and a path to leadership advancement within the financial services industry.

As a Financial Representative, you will guide individuals, families, and businesses toward long-term financial goals. Company-supported licensing and ongoing training are provided to help you succeed in a rewarding career with meaningful impact.

Qualifications

• Authorized to work in the United States.
• Located in San Diego, CA or willing to relocate.
• Willing to obtain financial licenses and certifications with company support.
• Experience in customer service or sales is a plus.
• Ability to explain complex financial concepts clearly.

Responsibilities

• Operate in a hybrid model with in-person meetings and training.
• Follow a leadership advancement track with career growth potential.
• Engage in coaching, mentorship, and training programs.
• Provide guidance on insurance, investments, and retirement planning.
• Ensure compliance with financial industry standards and licensing requirements.

Skills

Communication skills

Customer service

Sales

Independent work

Team collaboration

Education

Financial licenses/certifications (required)

Job description

Falcon PG is seeking ambitious individuals in San Diego, CA to join our finance-focused team as Financial Representatives. The role emphasizes structured training, mentorship, and a path to leadership advancement within the financial services industry.

As a Financial Representative, you will guide individuals, families, and businesses toward long-term financial goals. Company-supported licensing and ongoing training are provided to help you succeed in a rewarding career with meaningful impact.