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Financial Services - Entry Level

Fraser Financial Group

Financial Services - Entry Level

Chino Hills, CA
Full Time
Paid
  • Responsibilities

    Ultimate goal: financial independence. Step One: Locate a well-defined path to business ownership. If you’re about to enter the workforce, or have recently graduated, there are good reasons why now is the perfect time to start a business: 1: Growing a business takes time. You have time. Investing in yourself today may allow you to reap the rewards of your investment sooner than most. 2: Growing a business takes effort. You’re going to work hard anyway – why not pour that energy into something that’s yours? 3: Growing a business requires solid guidance. Our model of ‘intrapreneurship’ offers aspiring entrepreneurs like you a place to grow, the support you need, and a clearly defined path to reaching your goals. Launching a financial services practice can offer you a path to financial success, the opportunity to design the work-life balance that’s right for you, and the chance to make a difference. As a Financial Professional, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: • MAKE AN IMPACT on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind. • HAVE A VOICE – your contributions and input matter. • FOLLOW A WELL-DEFINED CAREER PATH that integrates education with mentorship and teaming opportunities. • ENJOY TRANSPARENCY, honesty, and clarity as to the fundamental ingredients of partnership. • BENEFIT FROM A CULTURE OF INNOVATION that embraces growth and the changes that come with it. • EXPERIENCE THE POWER OF FLEXIBILITY – and the freedom to design your work and your life the way you envision. Responsibilities: • Establish networks and cultivate referrals. • Develop and maintain long-term relationships with clients. • Provide financial solutions through fact gathering and needs analyses. • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates. Qualifications: • A strong relationship-builder who takes a client-first approach. • A connector with people, a connector of people. • A dedicated worker: independent, self-motivated, and goal-oriented. • Bilingual a plus. Compensation: $36,000 - $76,000 at plan yearly

    • Establish networks and cultivate referrals. • Develop and maintain long-term relationships with clients. • Provide financial solutions through fact gathering and needs analyses. • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates.