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Company Contact Info

  • 1521 West Cameron Avenue
    Suite 250
    West Covina, CA 91790

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Financial Advisor

World Financial Group • West Covina, CA

Posted 1 month ago

Job Snapshot

Full-Time/Part-Time
Banking - Financial Services, Sales - Marketing
Finance, Professional Services, Other

Job Description

Financial Advisors were recently ranked as the #1 growing career by the U.S. Department of Labor.


We are currently seeking for PART-TIME and FULL-TIME positions in this role. We are looking for coach-able, motivated, ambitious individuals to educate and help our clients with their wealth management, asset protection and estate planning. Our goal is to find 3-5 new agents that we can put through our training and licensing program.
If you are in transition right now or would like to maintain the stability of your current job, our part-time opportunity may fit your needs. Part-time positions typically revolve around a 9-5 schedule.


WE WILL CONSIDER APPLICANTS FROM ALL BACKGROUNDS.


No experience in financial advising is necessary, and there is a comprehensive training program offered with the position.
Experience in any of the following fields are a plus:


- Customer service
- Sales
- Banking
- Accounting
- Managerial/leadership/entrepreneurial roles


If you would like the opportunity to join a Fortune 500 company and embark on a lucrative career, contact us with your resume, by pasting it in the body of this note. Interviews will be held at our office in West Covina, CA.

We are seeking a Financial Advisor with Great Pay to join our team! You will deliver personalized investment solutions to help clients work toward their short, mid and long-term financial goals.

Job Requirements

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

Qualifications:

  • With or Without Experience
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
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