Description

Are you passionate about helping others achieve financial success? Join our dynamic team as a Licensed Financial Services Representative, where you’ll play a key role in guiding clients toward financial security and growth. This position offers a hybrid remote work environment, providing flexibility while maintaining a strong local presence.

Company Culture and Environment

We believe in fostering a positive and collaborative workplace that values your expertise and ambition. Here, you’ll have the opportunity to build meaningful client relationships, offer personalized financial guidance, and contribute to financial literacy in your community.

Career Growth and Development Opportunities

If you’re ready to make an impact and grow in a supportive environment, we encourage you to apply! You will have hands-on training and growth opportunities to advance your career in financial services.

Detailed Benefits and Perks

• Paid time off
• Paid holidays
• Quarterly and annual bonus incentives

Compensation and Benefits

• Competitive Compensation: Base salary plus commission and performance-based bonuses
• Work-Life Balance: Flexible scheduling and hybrid work options
• Comprehensive Benefits: Health, dental, vision, and life insurance
• Financial Security: Retirement plan and disability insurance

Why you should apply for this position today

If you’re looking for an opportunity to make a difference in clients’ financial futures while advancing your career, we’d love to hear from you! Apply today and take the next step toward a rewarding career in financial services.

Skills

• Active FINRA Series 6, 63, and 65 or 7, or ChFC certification required
• Strong verbal and written communication skills to explain complex financial concepts
• Analytical skills to assess financial data and provide insightful recommendations
• Commitment to understanding client needs and delivering tailored solutions
• Ability to thrive in a hybrid work environment
• Collaborative mindset and proactive approach to challenges
• Familiarity with financial regulations and compliance standards

Responsibilities

• Build strong relationships and understand customers’ financial goals to provide tailored recommendations
• Develop and manage individualized financial plans that align with long-term objectives
• Offer insurance and investment solutions suited to each client’s unique needs
• Ensure all transactions and communications adhere to regulatory standards
• Stay up to date on market trends, financial products, and industry regulations
• Work closely with team members to enhance service delivery and share best practices

Qualifications

• Proven success in financial advisory or a similar role
• Ability to assess financial data and provide insightful recommendations
• Commitment to understanding client needs and delivering tailored solutions
• Ability to thrive in a hybrid work environment
• Collaborative mindset and proactive approach to challenges

Education Requirements

• Bachelor’s degree in finance, business administration, or a related field preferred

Education Requirements Credential Category

• FINRA licensure (Series 6, 63, 65, or 7)

Experience Requirements

• Proven success in financial advisory or a similar role

Why work in Costa Mesa, CA

Costa Mesa offers a vibrant community with beautiful beaches, cultural attractions, and a thriving arts scene. The city provides ample opportunities for professional growth, making it a desirable place to live and work.