Post Job Free
Sign in

Financial Advisor

Company:
Tax & Financial Group
Location:
Newport Beach, CA, 92659
Posted:
May 05, 2025
Apply

Description:

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

Apply