Job Description
Launch your finance career with our award-winning team! Wealth Growth Partners is seeking motivated individuals with no prior experience to join our Chula Vista office as Financial Advisors. We provide comprehensive training, mentorship, and a clear career path in wealth management. Help clients achieve their financial goals while building a stable income with uncapped earning potential.
Our supportive environment combines classroom training, hands-on coaching, and ongoing professional development. You'll work alongside industry veterans while building your client portfolio through our proven lead generation system. This is your chance to enter the financial services industry with full backing from a nationally recognized firm.
Responsibilities
- Build and maintain relationships with clients through personalized financial planning
- Conduct financial needs assessments and recommend appropriate investment products
- Develop and execute client acquisition strategies using our proven marketing systems
- Participate in ongoing training to enhance financial knowledge and sales techniques
- Collaborate with senior advisors to create comprehensive financial solutions
- Meet and exceed performance metrics for client acquisition and retention
- Stay current with industry regulations and product offerings
Qualifications
- High school diploma or equivalent (college degree preferred)
- No financial experience required – we provide full training
- Strong communication and interpersonal skills
- Goal-oriented mindset with desire to learn
- Valid Series 65/66 or ability to obtain within 90 days
- Ability to pass FINRA background checks
- Proficiency with CRM software and digital tools
- California residency required