Job Description
Launch your finance career with San Diego's leading wealth management firm! Wealth Growth Partners is seeking ambitious individuals for our Entry-Level Financial Advisor program. No experience required ā we provide comprehensive training to transform your passion for helping people into a thriving financial services career.
Our 12-week paid training program covers financial planning, investment strategies, and client relationship management. Join a team where 70% of our advisors promoted within 18 months!
What we offer:
- Industry-leading mentorship from CFPĀ® professionals
- Full licensing support (Series 63/65)
- Health/dental/vision benefits
- 401(k) with 5% match
- Paid time off from day one
Responsibilities
- Build client relationships through community outreach and networking
- Conduct financial needs assessments for individuals and families
- Develop personalized investment strategies aligned with client goals
- Present financial products and services (retirement planning, insurance, investments)
- Maintain compliance with FINRA regulations
- Collaborate with senior advisors on complex client cases
- Track client portfolio performance and adjust strategies quarterly
Qualifications
- No financial services experience required
- High school diploma or equivalent; bachelor's degree preferred
- Exceptional communication and interpersonal skills
- Self-motivated with strong work ethic
- Proficiency in Microsoft Office and CRM software
- Valid driver's license and reliable transportation
- Ability to pass Series 63/65 licensing exams (training provided)