What are the responsibilities and job description for the Financial Advisor position at Tax & Financial Group?
Look no further for a fulfilling career in Financial Services!
At Tax and Financial Group (TFG), we are seeking individuals to embark on a rewarding career in financial advising that offers flexibility, independence, an unlimited earning potential and so much more!
Here, our financial advisors are given the training, resources, and support they need to build their practice from the ground up. You have control over your path while having access to some of the sharpest minds in the financial services industry
.
Our first-class training program include
- s:Assistance obtaining industry licensing and registrations necessar
- y.Mentorship and training by senior financial advisors, specialists, and a large broker deal
- erEducation to become an expert in the products and services we provid
- e.Training on how to build your business through different resources and marketing avenue
- s.Cutting edge industry resources and technolog
y.
Key Responsibiliti
- es:Conduct comprehensive financial assessments to understand clients' financial situations and goa
- ls.Develop and implement customized financial plans tailored to clients' nee
- ds.Provide advice on investment strategies, asset allocation, risk management, and retirement and financial planni
- ng.Offer guidance on insurance options to protect clients' assets and inco
- me.Monitor clients' financial progress and adjust plans as necessary to ensure goals are m
- et.Stay up to date with financial markets, trends, and regulations to provide informed advi
- ce.Build and maintain strong relationships with clients through regular communication and exceptional servi
ce.
Qualificatio
- ns: FINRA Series 7 and 66, or ability to ob
- tainState Life and Health Insurance licensing, or ability to ob
- tainLocal natural market of contacts and community involve
- mentBachelor’s de
- greeStrong ethical va
- luesMotivated and results dr
- ivenProven track record of success in past employment, education, or similar endeav
- ors.Background in finance, law or accounting is desirable but not requi
red.
About
TFG:Tax & Financial Group is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. Visit https://www.tfgroup.com/ to learn
more!
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA
