Licensed Financial Advisor
Falcon PG, San Diego, CA, United States
Who We're Looking For
We’re seeking ambitious, enterprising professionals who want more than just a job — they want the opportunity to build a thriving practice, make a meaningful impact on clients’ lives, and create long‑term financial success for themselves and their families. This role is ideal for individuals who are driven by growth, leadership, and the opportunity to build lasting client relationships while developing their own book of business.
Ideal Candidate Profile
The strongest candidates typically bring experience in financial services, consulting, sales, banking, or client advisory roles, along with the ability to build trust and develop long‑term relationships.
Benefits
Flexible schedule with a strong work‑life balance.
Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
Training allowance and performance‑based incentives.
Company‑sponsored professional development opportunities.
Sponsorship for required licenses and continuous training.
What Makes This Opportunity Unique
Build your own practice with upside income potential .
Access to comprehensive training, licensing support, and mentorship.
A platform to develop long‑term client relationships and multigenerational impact.
The opportunity to grow into leadership roles and build a team over time.
Supportive infrastructure that allows you to focus on serving clients and growing your career.
Responsibilities
Attend hybrid meetings, including in‑person team collaboration, as required.
Attend virtual and in‑person training to enhance financial expertise.
Work with clients to assess financial needs and develop personalized strategies.
Participate in structured coaching and mentorship programs.
Provide guidance on insurance, investments, and retirement planning.
Qualifications
Preferred Qualifications
2+ years of experience in financial services, insurance, investment advising, banking, or a client‑facing professional role.
Proven success in business development, client acquisition, or relationship management.
Experience developing financial strategies, investment plans, or wealth management solutions is a strong advantage.
Licensing (Preferred but Not Required)
Life & Health Insurance License
FINRA Series 6 or 7
Series 65 or 66
Candidates who do not currently hold these licenses are welcome to apply. Licensing sponsorship, training, and mentorship are available for qualified individuals.
Key Attributes for Success
Business‑driven mindset
with the desire to build and grow a personal practice.
Strong
relationship‑building and consultative sales skills .
Demonstrated ability to
develop and maintain a book of business .
Excellent
communication, presentation, and interpersonal skills .
Self‑driven, disciplined, and highly motivated
to achieve ambitious goals.
Leadership potential with the ability to
mentor or build a future team .
Comfortable leveraging
technology, CRM systems, and virtual client engagement tools .
Committed to integrity, professionalism, and a client‑first philosophy.
Basic Requirements
Must be authorized to work in the United States.
A strong professional or community network and the ability to generate new business opportunities are highly valued.
Compensation
$250,000 per year (plan earnings).
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We’re seeking ambitious, enterprising professionals who want more than just a job — they want the opportunity to build a thriving practice, make a meaningful impact on clients’ lives, and create long‑term financial success for themselves and their families. This role is ideal for individuals who are driven by growth, leadership, and the opportunity to build lasting client relationships while developing their own book of business.
Ideal Candidate Profile
The strongest candidates typically bring experience in financial services, consulting, sales, banking, or client advisory roles, along with the ability to build trust and develop long‑term relationships.
Benefits
Flexible schedule with a strong work‑life balance.
Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
Training allowance and performance‑based incentives.
Company‑sponsored professional development opportunities.
Sponsorship for required licenses and continuous training.
What Makes This Opportunity Unique
Build your own practice with upside income potential .
Access to comprehensive training, licensing support, and mentorship.
A platform to develop long‑term client relationships and multigenerational impact.
The opportunity to grow into leadership roles and build a team over time.
Supportive infrastructure that allows you to focus on serving clients and growing your career.
Responsibilities
Attend hybrid meetings, including in‑person team collaboration, as required.
Attend virtual and in‑person training to enhance financial expertise.
Work with clients to assess financial needs and develop personalized strategies.
Participate in structured coaching and mentorship programs.
Provide guidance on insurance, investments, and retirement planning.
Qualifications
Preferred Qualifications
2+ years of experience in financial services, insurance, investment advising, banking, or a client‑facing professional role.
Proven success in business development, client acquisition, or relationship management.
Experience developing financial strategies, investment plans, or wealth management solutions is a strong advantage.
Licensing (Preferred but Not Required)
Life & Health Insurance License
FINRA Series 6 or 7
Series 65 or 66
Candidates who do not currently hold these licenses are welcome to apply. Licensing sponsorship, training, and mentorship are available for qualified individuals.
Key Attributes for Success
Business‑driven mindset
with the desire to build and grow a personal practice.
Strong
relationship‑building and consultative sales skills .
Demonstrated ability to
develop and maintain a book of business .
Excellent
communication, presentation, and interpersonal skills .
Self‑driven, disciplined, and highly motivated
to achieve ambitious goals.
Leadership potential with the ability to
mentor or build a future team .
Comfortable leveraging
technology, CRM systems, and virtual client engagement tools .
Committed to integrity, professionalism, and a client‑first philosophy.
Basic Requirements
Must be authorized to work in the United States.
A strong professional or community network and the ability to generate new business opportunities are highly valued.
Compensation
$250,000 per year (plan earnings).
#J-18808-Ljbffr