Financial Consultant

Financial Consultant Falcon PG Escondido, CA Job Details $132,000 a year 1 day ago Qualifications Cash flow management Finance advising Financial planning software Google Workspace Customer communication Wealth management Customer relationship building Customer service Bachelor's degree in finance Computer literacy Series 66 Client relationship development Bachelor's degree in business administration Finance Series 7 Analysis skills Math Bachelor's degree Decision making Prospecting Financial services Business Administration CRM system proficiency Productivity software Business Communication skills Entry level Series 63 Analytics Full Job Description 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!

Compensation:

$132,000 at-plan earnings

Responsibilities:

Embrace the role of a structured yet coachable team player open to continued education and training from other team members 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 Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs 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

Qualifications:

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus A Bachelor's degree in finance, business administration, or alternate related analytical field is required Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients 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!