Associate Financial Planner

Associate Financial Planner Falcon PG Escondido, CA Job Details $132,000 a year 1 day ago Qualifications Bachelor's degree Full Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$132,000 at-plan earnings

Responsibilities:

Serve as a collaborative team player willing to further development through continued training opportunities Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management

Qualifications:

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Requires a Bachelor's degree in business administration, finance, or other related field Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers About Company At Falcon PG, we believe in the power of ventureship—driving 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 extraordinary—together!