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Financial Advisor

Employer
Cetera Wealth Management Group
Location
4001 MacArthur Blvd. 3rd Floor, Newport Beach, CA; 5075 Shoreham Pl. Suite 280, San Diego, CA
Salary
Initial onboarding subsidies are available in addition to commission and bonuses.
Closing date
Dec 15, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

 About Us: Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. Our team of experienced professionals takes pride in guiding clients toward their financial goals and providing personalized advice every step of the way.

 

Job Description: We are seeking a dynamic and motivated individual to join our team. As a Financial Advisor at TFG, you will play a crucial role in guiding clients towards achieving their financial objectives. You will provide comprehensive financial planning, investment advice, and wealth management services to a diverse clientele.

 

Key Responsibilities:

 

  • Conduct in-depth financial assessments and analyze clients' financial situations. Develop customized financial plans based on clients' goals and risk tolerance. Provide recommendations on investment strategies, retirement planning, and estate planning. Monitor and review clients' portfolios and adjust strategies as needed. Stay up-to-date with market trends, financial products, and regulations. Build and maintain strong client relationships through regular communication and support. Educate clients on financial concepts and investment options. Collaborate with other team members and professionals to offer holistic financial solutions.

 

 

Preferred Qualifications:

 

  • Bachelor's degree in finance, business, or a related field. Appropriate licensing and certifications (e.g. Series 7; Series 66; Life and health) preferred. Proven experience as a Financial Advisor or a related role. Strong understanding of financial markets, investment products, and financial planning. Excellent communication and interpersonal skills. Ability to build trust and rapport with clients. Proficient in financial planning software and tools. Ethical, reliable, and committed to client success.

 

 

 

 

  • Strong analytical and problem-solving skills.

 

 

Our investment in you:

 

  • Opportunities for professional growth and development. Supportive team environment. Access to cutting-edge financial tools and technology.

 

 

We believe that investing in our team’s professional growth is not only beneficial to their personal and career development but also critical to our firm’s success. At Tax & Financial Group you will gain the ideal balance of independence and support to help you take your practice to a new level. You have control over your path while having access to some of the sharpest minds in the financial services industry. Our relationship with our broker-dealer allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company. Apply today to learn more about the opportunity.

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