What are the responsibilities and job description for the Financial Advisor | Newport Beach position at RK Partners?
Financial Advisor - Newport Beach, CA
Our client is a wealth management firm committed to helping clients achieve their goals of long-term financial security. They specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
We are seeking:
- Ideally, 1-2 years of sales or business development experience
- Strong prospecting ability (cold calling, networking, etc.)
- History of success (can be in sales, sports, education, etc)
- Energized by mentorship & collaboration
- Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
- Licensure: CA Life & Health, SIE, Series 7 & Series 66
- *Licensing will need to be obtained*
Responsibilities:
- Build and maintain strong relationships with clients to understand their financial needs and objectives
- Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
- Stay up-to-date on market trends, economic conditions, and investment products
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
- Supplemental Salary, Commissions, Bonuses & Rewards programs
- Vast array of broker/dealer & investment advisory platforms
- Dedicated transition support & firm leadership opportunities
- Product specialists support & Practice management coaches
- Flexible scheduling, company-paid luncheons/events
Expected Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
- Referral program
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
- Monday to Friday
Work setting:
- In-Office
Salary : $65,000 - $75,000