Job Description
Launch your finance career with no experience required! Chula Vista Financial Group is seeking motivated individuals to join our advisory team in sunny California. We provide comprehensive training, mentorship from industry veterans, and a clear path to becoming a licensed financial advisor. Enjoy competitive compensation, flexible scheduling, and the opportunity to help clients achieve their financial goals in a supportive, growth-oriented environment.
Responsibilities
- Build and maintain client relationships through personalized financial planning
- Analyze client financial data to recommend investment strategies
- Complete comprehensive financial assessments and portfolio reviews
- Stay updated on financial markets and regulatory changes
- Collaborate with senior advisors to develop client solutions
- Participate in ongoing professional development training
- Meet performance metrics for client acquisition and retention
Qualifications
- No prior finance or sales experience required
- Strong communication and interpersonal skills
- High school diploma or equivalent (college degree preferred)
- Valid California driver's license and reliable transportation
- Ability to pass FINRA Series 7 and 63 licensing exams
- Proficiency with Microsoft Office and financial software
- Goal-oriented mindset with entrepreneurial drive
- U.S. citizenship or work authorization