Junior Financial Advisor: Retirement Planning & Growth

Advisors Excel, LLC; Modesto (CA); On-site; USD 75,000 - 250,000; Full time

Benefits offered by this job

Full medical benefits after probation

Health insurance

401(k) eligibility after 1 year

PTO

Job summary

NIM Retirement Group, based in Modesto, California, seeks a Junior Advisor to join our growing financial planning team. You will work with existing clients and prospects from seminars, receive mentorship, and develop across retirement planning areas with an intended Lead Advisor path in 1–2 years.

You’ll conduct paraplanning, prepare and present plans, and help implement strategies across tax, medical, income, investment and legacy planning, while building trust with clients and managing ongoing

Qualifications

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

Responsibilities

• Service clients alongside Lead Advisor and support team goals.
• Analyze and present customized financial and retirement plans across tax, medical, income, investment and legacy planning.
• Assist clients with annuities, life insurance and long‑term care solutions within licensing rules.

Skills

Financial services experience

Analytical skills

Organization

Written/verbal communication

CRM experience

Microsoft Office

Spanish language (preferred)

Education

Series 65 license

Life & Health license

Tools

Microsoft Office

CRM software

Job description

NIM Retirement Group, based in Modesto, California, seeks a Junior Advisor to join our growing financial planning team. You will work with existing clients and prospects from seminars, receive mentorship, and develop across retirement planning areas with an intended Lead Advisor path in 1–2 years.

You’ll conduct paraplanning, prepare and present plans, and help implement strategies across tax, medical, income, investment and legacy planning, while building trust with clients and managing ongoing