Financial Advisor

TAX & FINANCIAL GROUP - Newport Beach, CA

Full-time
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Financial Advisor

Tax & Financial Group is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor , you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy.

The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are “table stakes” for this career.

We deliver a forum for advisors to launch themselves into the financial services industry. We are offering the most elite candidates an opportunity to build a significant and sustainable financial services practice. We provide resources, training, financing, facilities, and support staff. We are affiliated with the Securian Financial Network; a national financial services distribution company located in St. Paul, MN. Build a business for yourself - not by yourself!

Meet Tax & Financial Group

Tax & Financial Group is a boutique wealth management firm in Newport Beach, CA with a mission to build lasting financial security in the lives of our clients. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for over 47 years. Our highly trained advisors and professional staff are creative, caring, and competent. With an extensive list of professional designations, educational credentials, and adherence to a strict code of ethics, our team possesses experience and expertise. Become a part of this dynamic team.

Qualifications

  • Must be a California Resident (Orange County)
  • Bachelors Degree Required
  • Be successful in current career

Full benefits with this position

Responsibilities

  • Develop your client base by building lasting, meaningful relationships.
  • Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals.
  • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives.
  • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives.
  • Master the fundamentals of financial planning, risk management, and investment management services.
  • Utilize your firm’s team of specialists to successfully run your practice.

Desired Characteristics, Skills, & Experience

  • Bachelor’s degree
  • We sponsor you in your Licensure & Registrations (Life, Accident & Health, Series 7 & 66)
  • Leadership and demonstrated track record of success
  • Confident with great communication skills (verbal, written, body language/empathy)
  • Team player (inter-dependent)
  • Service orientation and strong code of personal ethics

Company Overview

The Tax & Financial Group is a comprehensive financial service company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our best financial professionals. Headquartered in Newport Beach, CA, The Tax & Financial Group is firmly committed to providing you with:

  • Expertise : A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the right strategies to help you meet your financial needs.
  • Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies that meet your financial objectives.
  • Exceptional Service: “Service that excels" is our trademark. We provide consistent, responsive service that's underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.

1282555, DOFU 09.15

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Tax & Financial Group is independently operated.

Job Type: Full-time

Salary: $50,000.00 to $80,000.00 /year

Experience:

  • Sales: 2 years (Required)

Education:

  • Bachelor's (Required)

Location:

  • Newport Beach, CA (Preferred)

Work authorization:

  • United States (Required)