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Financial Planning
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Chamorro & Associates
Burbank, CA (In Person)
$80,000 Salary, Full-Time
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Job Description
Financial Planning Chamorro & Associates Burbank, CA Job Details Part-time | Full-time $60,000 - $100,000 a year 4 hours ago Benefits Paid training 401(k) Financial planning services Tuition reimbursement Employee discount Opportunities for advancement Flexible schedule Life insurance Referral program Retirement plan Qualifications Customer relationship building Sales Analysis skills Investment client management Estate planning Full Job Description Financial Planner / Wealth AdvisorHelp People Build a Better Financial Future We're looking for a motivated and people-focused Financial Planner to help clients create personalized strategies for building wealth, protecting their families, and achieving their long-term goals. In this role, you'll work closely with individuals and families to understand their financial situation, provide guidance, and develop customized plans covering investments, retirement, insurance, estate planning, and wealth preservation. If you enjoy building relationships, solving problems, and making a meaningful impact on people's lives, we'd love to meet you. What You'll Do Meet with clients to understand their financial goals and current situation. Create customized financial plans tailored to each client's needs. Provide guidance on investments, retirement planning, insurance, and wealth-building strategies. Help clients understand estate planning concepts such as wills and trusts. Recommend tax-efficient financial strategies when appropriate. Monitor client progress and adjust plans as life circumstances change. Build lasting client relationships through ongoing support and education. Work alongside other professionals to deliver comprehensive financial solutions. What We're Looking For Experience in financial services, financial planning, insurance, investments, banking, real estate, or a related field. Strong communication and relationship-building skills. A passion for helping people achieve financial success. Basic understanding of investments, retirement planning, and risk management. Strong analytical and problem-solving abilities. Self-motivated, coachable, and goal-oriented mindset. Sales or client-facing experience is a plus. Why Join Us? Opportunity to make a real difference in clients' lives. Comprehensive training and professional development. Competitive compensation with significant growth potential. Supportive team environment. Career advancement opportunities within a growing organization. If you're passionate about helping people build financial security and create a better future, we encourage you to apply today.