Junior Retirement Planner – Mentored Growth to Lead Advisor

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

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.