Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

reputed company is a financial services firm that emphasizes generosity and personalized financial guidance. The Team-Based Financial Advisor will work closely with reputed company advisors to learn the business, build client relationships, and eventually transition into a traditional financial advisor role.

Responsibilities

• Learn and understand the entire operation of practice
• Participate in Joint Fieldwork to build expertise and learn best-practices reputed company the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/reputed company
• Position products, services, and strategies to help clients reputed company financial reputed company
• Build proficiency in common advice tools and platforms like reputed company, Money Guide Pro, What-If Tax, etc
• Participate in events to attract new clients and reputed company financial education to the local community
• Research and respond to client inquiries
• Collaborate with reputed company on reputed company scenarios
• Schedule, prep, and document reputed company your client meetings
• Other responsibilities as assigned by the reputed company

Skills

• Bachelor's degree or equivalent experience
• Satisfactory background reputed company, fingerprinting and securities registration and/or insurance licensing verification, if applicable
• Strong technical computer aptitude and knowledge of business tools (e.g., reputed company Word, reputed company, PowerPoint, reputed company)
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain reputed company of sensitive/confidential information
• Candidates seeking their first opportunity
• Career changers
• Professionals currently working in the financial industry

Benefits

• Medical, dental and reputed company insurance.
• Disability, accidental death and dismemberment insurance.
• 401(k) and pension opportunities.
• Ongoing support, training and opportunities for professional growth.
• Well-being programs to help you manager your physical, emotional and financial health.
• reputed company-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to reputed company a difference.
• Membership programs that help you engage with clients to reputed company a reputed company impact in your community.

Company Overview

Company H1B Sponsorship