Top 1 Junior financial advisor Jobs in Redlands Ca

Junior Financial Advisor
Legacy Financial and Insurance Services, LLC —Rancho Cucamonga, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Data analysis skills
- Research
- Paid training
- Paid holidays
Quick Apply

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Junior Financial Advisor

Legacy Financial and Insurance Services, LLC
Rancho Cucamonga, CA

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Paid training
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication
Customer relationship building
Research
High school diploma or GED
Life & Health Insurance License
Cross-functional collaboration

Full Job Description

Who We Are
Legacy Financial & Insurance Services LLC is a financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are seeking a motivated and detail-oriented Junior Financial Advisor to join our team.

As a Junior Financial Advisor, you will work closely with the firm’s existing clients to conduct reviews, identify additional opportunities and strengthen client relationships. This role is ideal for someone with a genuine passion for financial advising, a client-first mindset, and an entrepreneurial drive to grow within a dynamic firm.

Why Join Us?

You will be working with an already established book of business
Firm-funded marketing budget and top-notch administrative support
We are a growing firm looking to have someone grow in success with us
Supportive and collaborative environment with extensive mentorship and growth opportunities
Competitive base salary plus a lucrative variable compensation model
Potential for career growth within the firm
FREE access to a $24,000 training program

What’s In It For You

Salary: $60,000 - $80,000 (depending on experience) + commission/fee structure
PTO + Paid Holidays
401(k)
Group Life Insurance
Group Medical Insurance
Group Dental Insurance
Vision Insurance
Long-Term Disability
Short-Term Disability
Paid Training
Continuing Education

What You Will Be Doing

Hold client and prospective client meetings to provide support and ensure follow-up on action items
Conduct client reviews to uncover additional opportunities
Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections
Communicate with prospects and clients via multiple channels to build and maintain strong relationships
Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives
Support firm growth by engaging in client acquisition and company-sponsored marketing initiatives
Support marketing and business development initiatives, including vendor research
Stay current on industry trends, financial products, and regulatory requirements
Provide support to existing clients by answering inquiries and performing account service requests

What You Will Bring

Life & Health Insurance licensure (Required)
Active Series 65 or equivalent (Preferred and must obtain within 12-24 months after start date)
Clear and professional communication (verbal and written) (Required)
Strong organizational skills and attention to detail (Required)
High level of professionalism and a commitment to client service and satisfaction (Required)
Exceptional ability to connect and engage with existing and prospective clients (Required)
Ability to thrive in a collaborative, team focused environment (Required)
Bachelors or associate’s degree in Finance or related field (Required)
Experience in financial planning or investment advisory services (Preferred)

Check Us Out!

Website: https://4mylegacy.com
If you are ready to grow your career, apply today!

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Retirement plan
Vision insurance

Application Question(s):
Are you willing to complete a background check?

Education:
High school or equivalent (Required)

License/Certification:
Series 65 (Preferred)
Life and Health Insurance License (Preferred)

Ability to Commute:
Rancho Cucamonga, CA 91729 (Required)
Work Location: In person

Quick Apply

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Junior Financial Advisor

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