- Woodland Hills, California, United States +1 more
- Hybrid
- Full-time · Associate
- Visa sponsorship
Engaging with clients to understand financial needs and designing/implementing tailored strategies to safeguard assets and income.
Locations (2)
- Woodland Hills, California, United States
- Palm Desert, California, United States
Compensation
uncapped earning potential, performance-based incentives, first year stipend
Responsibilities
- Engage with clients to understand their financial needs
- Design and implement tailored strategies to safeguard assets and income
- Regularly review and update clients' financial plans and insurance policies to reflect changes
- Cultivate a network of clients through referrals, active community involvement, and professional associations
Requirements
- Bachelor's degree in finance, business, or a related discipline
- Nice to have: experience in insurance
- Nice to have: experience in financial services
- Nice to have: experience in business development
Skills
Benefits
- Stipend
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
