Junior Retirement Planner - Mentored Path to Lead Advisor

NIM Retirement Group; Modesto (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) eligibility after 1 year

PTO

Full medical benefits after probation

Job summary

NIM Retirement Group in Modesto, CA is seeking a Junior Advisor to join our financial planning team. You will work with existing clients and prospects, receive mentorship, and develop across tax, medical, income, investment, and legacy planning.

The path toward Lead Advisor is about 1–2 years, with training in our San Jose office. Key duties include paraplanning, client service, and presenting customized retirement plans, while building lasting relationships and supporting seminars and events.

Qualifications

• 1+ years of financial services experience; Series 65 and Life & Health licenses preferred.
• Strong mathematical, analytical, organizational, prioritization, and communication skills.
• Proficient in Microsoft Office; CRM experience preferred.
• Fluency in Spanish preferred.
• Willing to travel to the San Jose home office for training.

Responsibilities

• Work alongside the Lead Advisor to service clients, paraplanning, and support team goals.
• Analyze, prepare, present, and help implement customized financial and retirement plans.
• Assist clients with annuities, life insurance, long-term care solutions, and portfolios.
• Make outbound calls, schedule appointments, manage follow-ups, and grow client relationships.
• Meet with prospects and clients; build trust and follow through on opportunities.
• Participate in seminars, events, and client education; communicate effectively.
• Complete training, maintain client records, and develop toward Lead Advisor.

Skills

Analytical thinking

Mathematical skills

Organizational skills

Written/verbal communication

Spanish language

Education

Series 65 license preferred

Life & Health licenses preferred

Tools

Microsoft Office

CRM experience

Job description

NIM Retirement Group in Modesto, CA is seeking a Junior Advisor to join our financial planning team. You will work with existing clients and prospects, receive mentorship, and develop across tax, medical, income, investment, and legacy planning.

The path toward Lead Advisor is about 1–2 years, with training in our San Jose office. Key duties include paraplanning, client service, and presenting customized retirement plans, while building lasting relationships and supporting seminars and events.