Demo

Financial Planning Consultant

A&M Finance
Santa Ana, CA Full Time
POSTED ON 3/27/2026
AVAILABLE BEFORE 9/22/2026

A&M Finance Consultants works with business owners, families, and professionals to develop financial strategies that help grow wealth, create retirement income, and reduce tax liability.


Our consultants work directly with clients to:


  • Maximize capital growth through strategic planning
  • Build and max-fund cash flow vehicles designed for long-term retirement income
  • Reduce and manage tax liability for both business owners and individuals


New consultants go through a structured mentorship and training program. You will be trained, mentored and also have the opportunity to work directly with some of the top financial planners in the industry.


Many of our consultants begin their careers in their early 20s. Through our training and performance-based model, some have achieved $10,000 earning months early in their careers.


Income potential is virtually unlimited, as our consultants are paid through commissions and production-based bonuses.


We look for individuals who are:


  • Interested in finance, business, or entrepreneurship
  • Motivated and coachable
  • Passionate about helping others achieve financial success


For more info about A&M Finance, visit us at: www.AMFinance.org

Salary : $10,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Planning Consultant?

Sign up to receive alerts about other jobs on the Financial Planning Consultant career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847
Income Estimation: 
$74,109 - $90,005
Income Estimation: 
$93,957 - $114,874
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Financial Planning Consultant jobs in the Santa Ana, CA area that may be a better fit.

  • ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC Santa Ana, CA
  • Who We Are Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate ... more
  • 19 Days Ago

  • ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC Santa Ana, CA
  • Who We Are Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate ... more
  • 12 Days Ago

AI Assistant is available now!

Feel free to start your new journey!