Financial Professional

Financial Professional

BRIDGEONE INSURANCE

Orange, CA Job Details Full-time | Contract $40,000 - $100,000 a year 2 hours ago Benefits Flexible schedule Referral program Qualifications Financial sales Teamwork Research Analysis skills Math Attention to detail Full Job Description Job Summary We are seeking a dynamic and detail-oriented Financial Professional to join our team. In this role, you will leverage your expertise in financial concepts, analysis, and planning to help clients achieve their financial goals. You will provide comprehensive financial advice, develop tailored strategies, and deliver exceptional customer service. This position offers an exciting opportunity to work within a collaborative environment that values innovation, integrity, and growth. Your proactive approach and strong knowledge of financial services will drive meaningful results for clients and the organization alike. Responsibilities Develop personalized financial plans by analyzing clients' assets, liabilities, income, and expenses to optimize wealth management strategies. Provide expert guidance on estate planning, wills, trusts, and estate law to ensure clients' assets are protected and aligned with their wishes. Conduct thorough financial analysis using advanced financial software to evaluate investment opportunities and risk factors. Assist clients with securities law compliance, tax planning, and regulatory requirements to ensure adherence to industry standards. Manage client relationships through effective customer relationship management (CRM) practices, ensuring ongoing support and trust. Support sales efforts by identifying client needs for financial products such as investment management, cash management solutions, and banking services. Stay current on industry trends in asset management, public accounting, technical accounting, and research to provide innovative solutions. Qualifications Proven experience in financial sales, wealth management, or related financial services roles. Strong understanding of estate planning, wills, trusts & estate law, and tax experience. Knowledge of securities law and compliance regulations within the financial industry. Demonstrated expertise in financial analysis, investment management, portfolio management, and cash management. Background in accounting—corporate or public accounting—and familiarity with financial software tools. Excellent math skills combined with a solid grasp of financial concepts such as asset allocation and risk assessment. Exceptional customer relationship management skills with a focus on building trust and delivering tailored solutions. Join us as a Financial Professional and become a vital part of empowering clients to secure their futures through innovative financial strategies!

Pay:

$40,000.00 - $100,000.00 per year

Benefits:

Flexible schedule Referral program

Work Location:

Hybrid remote in Orange, CA 92868