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Financial Advisor - Investment Advisor Representative - Temecula Branch

Transamerica Financial Advisors, Inc Temecula Full-Time/Part-Time
Commission and fee based
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We are looking to expand our office with self-motivated professionals. Our focus is on working with families and small businesses on retirement plans, long term care and other insurance needs.  We welcome experienced agents as well as those new to the industry. Opportunities available with us include working part-time for supplemental income, full-time agents, and field trainers. For those interested in managing their own office in the future you have the option to build your own team.

Part-time is ideal for those new to the industry.

We offer a wide array of products and services:

- IRA, 401(k), 403(b) and retirement plan rollovers

- Variable and Indexed Annuities

- 529 Plans

- Mutual Funds

- Long Term Care Insurance*

- Life Insurance*

*Offered though World Financial Insurance Agency, Inc.

Qualified candidates should possess some of the following:

- Self motivational skills

- Ability to be a team player

- Sales experience

- Training experience

- Financial service experience

- Series 6, 63, 65 or 7 licenses

- Life Insurance license


Transamerica Financial Advisors Inc. is a broker-dealer and registered investment advisor. Through its strategic relationships, all TFA representatives are supported by a solid business platform for expanding their operations and helping clients purse their financial goals.

*To become a registered representative of Transamerica Financial Advisors Inc. you must first become an associate with World Financial Group, Inc.

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) - Member FINRA, SIPC, and Registered Investment Advisor.

Insurance products offered through World Financial Group Insurance Agency, Inc. (WFGIA), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insusurance Agency Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA.

 115466                                                                                                                     0219

Recommended skills

Series 6 Investment Company And Variable Contracts License (Mutual Funds/Variable Annuities)
Financial Services
Team Working
Coaching And Mentoring
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Job ID: Temecula


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