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Financial Services - Entry Level

Fraser Financial Group

Financial Services - Entry Level

Chino Hills, CA
Full Time
Paid
  • Responsibilities

    Find the independence you crave * Receive the support you need So many people don’t move forward with their dreams of business ownership because of a lack of solid guidance, resources and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business? Would you do it then? ‘Entrepreneurship is the word we use to describe our way of launching people’s dreams of entrepreneurship. It’s a well-defined path to finding your independence, with plenty of mentorship and support along the way. And it’s how we have helped people just like you successfully transition from being an employee to owning your future. Start your business with us 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 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 per year

    • 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