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Financial advisor

Tax & Financial Group

This is a Full-time position in Newport Beach, CA posted December 11, 2019.

In this role, you will build relationships primarily with business owners.

No prior finance experience is necessary.

Our comprehensive and ongoing training program will teach you everything you need to know to build a successful and rewarding advisory practice.

While you are being trained, we will provide you with a stipend plus uncapped commissions.

You will find plenty of opportunities for professional development and growth toward leadership/mentor roles.

Job Responsibilities As a Financial Advisor, you will present our line of products and services to small business owners, working with them to analyze their needs and recommending the most appropriate solutions to help them to meet their goals.

This will require that you establish and build a network of ongoing consultative business relationships, as well as internal relationships with our firm’s support staff.

Your specific duties in this role will include:
· Prospecting for clients through introductions, networking associations, and CPA firms
· Developing and maintaining long-term relationships with clients
· Conducting fact gathering and needs analyses to arrive at client-centric financial solutions
· Gaining client consensus on implementation of action plans Expanding personal knowledge and skills through ongoing professional development and joint work with your mentor Job Requirements As a Financial Advisor, you must be highly self-reliant and entrepreneurial-minded with a passion for making a positive difference in people’s lives.

You must also be coachable and eager to learn, both through our initial training program and ongoing mentoring.

It is also important that you display excellent verbal and written communication, interpersonal, and presentation skills, as well as the ability to establish rapport and credibility with business owners and other professionals.

Additional qualifications for the role include:
· Prior success in a professional field
· Active life insurance license (we will assist you in obtaining your Life & Health License, Series 7 and 66 FINRA registrations)
· Exceptional multitasking organization and prioritization skills
· Strong sense of integrity and ethics
· Competitive, goal-driven outlook
· Confidence and the ability to handle rejection
· Solid customer service skills
· Good market-development and networking abilities
· Genuine interest in learning about the financial industry
· Southern California resident for 1+ years
· Bachelor’s Degree Required *****MUST live in the ORANGE COUNTY area***** Securities and investment advisory services offered through Securian Financial Services, Inc.


Tax & Financial Group is independently owned and operated.

Tax & Financial Group 4001 MacArthur Boulevard Newport Beach, CA 92660.

1843003, DOFU 07.17