What are the responsibilities and job description for the Financial Services Professional position at Transamerica Financial Advisors, Inc.?
Transamerica Financial Advisors, LLC (TFA) is a full-service, independent Broker/Dealer and Registered Investment Advisor with decades of experience in financial services. With over $10 billion in customer assets and over 3,300 Registered Representatives nationwide, TFA provides clients with the benefit of large-scale resources combined with personalized service. TFA offers investment options from some of the most trusted names in the industry, ensuring flexibility and choice for clients. Committed to empowering success, TFA supports its financial professionals with the tools and opportunities they need to thrive. The company’s headquarters are located in Philadelphia, PA, and Cedar Rapids, IA.
This is a full-time, on-site Financial Services Professional role located in Brea, CA. In this position, you will work closely with clients to provide tailored financial plans, investment strategies, and retirement planning solutions based on their needs and goals. Responsibilities include conducting financial assessments, offering guidance on financial products and services, and maintaining relationships with clients to support their long-term financial objectives. The role requires excellent communication skills and client focus to deliver outstanding personalized service and build trust with customers.
- Strong knowledge in Financial Planning, Finance, and Retirement Planning
- Experience in Financial Services and providing investment and advisory solutions
- Excellent Communication skills to effectively convey financial concepts and build relationships with clients
- Self-motivated, organized, and detail-oriented with the ability to meet deadlines
- Relevant licenses such as FINRA Series 6, 7, 63, or 65 are preferred
- Bachelor's degree in Finance, Business, Economics, or a related field is advantageous