On-Site Business Financial Advisor – Monrovia

Herbert Financial Group; Monrovia (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Herbert Financial Group in Monrovia, CA is seeking a Financial Services Advisor to meet with business clients, assess their financial needs, and develop tailored strategies for tax planning, retirement planning, investments, and risk management.

You will present recommendations, review client portfolios, stay updated on market and regulatory changes, and maintain compliant documentation while building long-term relationships with business owners and executives.

Qualifications

• Candidate should have expertise in financial planning and advisory for business clients.
• Strong knowledge of finance and investments to analyze portfolios.
• Experience in retirement planning to support owners and employees.
• Certifications (CFP, ChFC) or a finance-related bachelor’s degree preferred.

Responsibilities

• Prepare financial analyses and proposals for clients.
• Meet with business clients to assess needs and present tailored strategies.
• Collaborate with internal team members and external partners for implementation.
• Maintain accurate documentation and regulatory compliance; ongoing client communication.

Skills

Financial Planning

Financial Advisory

Finance and Investments

Retirement Planning

Analytical

Communication

Client relationships

On-site

Education

CFP

ChFC

Bachelor’s degree in Finance/Business/Economics

Job description

Herbert Financial Group in Monrovia, CA is seeking a Financial Services Advisor to meet with business clients, assess their financial needs, and develop tailored strategies for tax planning, retirement planning, investments, and risk management.

You will present recommendations, review client portfolios, stay updated on market and regulatory changes, and maintain compliant documentation while building long-term relationships with business owners and executives.