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Investment Planning Specialist

beBee Careers
Healdsburg, CA Full Time
POSTED ON 5/3/2025
AVAILABLE BEFORE 6/1/2025

Professional Development

We are committed to providing ongoing training and support to help you succeed as a financial advisor. Our comprehensive training program covers everything from industry basics to advanced strategies.

About the Role

  • Work independently, but have a team of thousands backing you every step of the way.
  • Develop and grow your own practice, supported by a branch team and other regional financial advisors.
  • Participate in ongoing training and professional development to stay up-to-date on industry trends and best practices.

Benefits

  • A competitive compensation package that includes commissions, profit sharing and incentive travel.
  • A comprehensive benefits package, including medical, dental, vision and life insurance.
  • Ongoing support from experienced financial advisors and a dedicated branch team.

Requirements

  • A bachelor's degree or equivalent work-related experience within the securities/financial services industry.
  • An interest in financial services/markets and how they work.
  • Skill in long-term relationship building.

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