What are the responsibilities and job description for the Financial Advisor position at Tax & Financial Group?
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:
Tax & Financial Group specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. Our relationship with our broker dealer allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company. At Tax & Financial Group, you will receive a combination of independence and support to help you reach an elite level of success. By working together, you will have the capabilities you need to maximize your potential. Our collaborative approach, robust tools, and strategies will help accelerate your practice. Apply today to learn more about the opportunities.
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. 20250201818 DOFU 02/2025