Strategic Financial Planner with Flexible Schedule & Growth

Beer Financial Group, Inc.; Los Angeles (CA); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Stipend

Retirement

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Zusammenfassung

Beer Financial Group, Inc. is seeking a motivated financial advisor to engage clients, assess their financial needs, and craft personalized protection and wealth-planning strategies while building lasting professional relationships.

Based in California, the role offers mentorship, robust training, licenses sponsorship, and a flexible career path tied to Northwestern Mutual, with substantial first-year income potential.

Qualifikationen

• Bachelor's degree in finance, business, or related discipline.
• Strong interpersonal and communication abilities.
• Analytical skills and capacity to build lasting client relationships.
• Willingness to obtain state insurance licenses with training provided and sponsorship considered.

Aufgaben

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to protect assets and secure financial well-being.
• Review and update clients' financial plans and insurance policies as circumstances change.
• Cultivate a robust network of clients through referrals and professional involvement.

Kenntnisse

Interpersonal skills

Communication

Analytical skills

Client relationships

Ausbildung

Bachelor's degree in finance or business

Jobbeschreibung

Beer Financial Group, Inc. is seeking a motivated financial advisor to engage clients, assess their financial needs, and craft personalized protection and wealth-planning strategies while building lasting professional relationships.

Based in California, the role offers mentorship, robust training, licenses sponsorship, and a flexible career path tied to Northwestern Mutual, with substantial first-year income potential.