If you are a highly motivated individual and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. At Tax & Financial Group our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Tax & Financial Group provides ongoing opportunities for learning and developing through workshops and mentorship programs.
Who we are seeking:
• Someone with excellent interpersonal skills and sales abilities
• Someone who has a strong prospecting ability
• Someone who believes in financial products and services
• Someone who demonstrates determination and commitment
• Someone who has an entrepreneurial mindset
Preferred (but not required):
• Prior sales success
• Leadership experience
• Understanding of the financial planning process
• State Insurance License – Life and Health
• Series 7 & 66 registrations
What we provide:
• Competitive payouts
• Dedicated support staff
• Vast array of broker-dealer & investment advisory platforms
• Product specialists support
• Practice management coaches
• Firm leadership opportunities
Who we are:
Securities offeredthrough Cetera AdvisorNetworks LLC (doinginsurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory
Services offeredthrough Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. DOFU 02/2025