Financial Consultant, Escondido

Financial Advisor
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.
The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals.
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.
If this sounds like you, apply today!
Responsibilities
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
Though not required, a valid FINRA Series 7 & ***** license is considered a plus
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Compensation $132,000 at-plan earnings About Falcon PG
At Falcon PG, we believe in the power of ventureshipdriving positive change in our communities and helping families build lasting financial security.
We've been at the forefront of empowering individuals to thrive, regardless of life's uncertainties.
Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today's challenges.
We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice.
You'll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference.
We're looking for motivated professionals with an enterprising spirit, ready to create their own success.
If you're a driven self-starter and passionate about making an impact, we'd love to connect.
Let's build something extraordinarytogether!