Job Description
Launch your career in finance with no prior experience! WealthBuilders Financial Group is seeking ambitious individuals to join our Anaheim team as Financial Advisors. We provide comprehensive training, mentorship, and a supportive environment to help you thrive. As part of our mission to empower financial wellness, you'll guide clients toward their goals while building a lucrative career path with uncapped earning potential.
Our program includes:
- 8-week paid training academy
- Dedicated mentorship from industry veterans
- Full licensing support (Series 63, 65)
- Health/dental benefits and 401(k) matching
- Performance-based bonuses and advancement opportunities
Responsibilities
- Build client relationships through educational workshops and community outreach
- Develop personalized financial strategies for individuals and families
- Present investment opportunities aligned with client risk tolerance
- Track portfolio performance and adjust recommendations quarterly
- Collaborate with senior advisors for complex case analysis
- Meet monthly acquisition targets for new client accounts
- Stay current on market trends and regulatory changes
Qualifications
- High school diploma or equivalent (college degree preferred)
- Strong communication and interpersonal skills
- Goal-oriented with entrepreneurial mindset
- Basic proficiency in CRM software (training provided)
- Valid driver's license and reliable transportation
- Ability to work evenings/weekends for client meetings
- Pass FINRA background checks and licensing requirements
- No financial experience required – we train from ground up!