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Personal Financial Advisor

Signature Resources

Personal Financial Advisor

Irvine, CA
Full Time
Paid
  • Responsibilities

    Innovation and Flexibility. Work with a business partner who is eager to be on the leading edge. You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting-edge technologies, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice we will support you through... • STATE-OF-THE-ART TECHNOLOGY PLATFORMS and tools • A DIVERSIFIED PORTFOLIO OF INVESTMENT, INSURANCE, AND RETIREMENT SOLUTIONS – all manufactured here, so your input can directly impact the products we develop • A ONE-STOP SHOPPING HUB FOR INSURANCE SOLUTIONS when your clients’ needs must be met with products we do not offer • A UNIQUE BUSINESS MARKETS PROCESS that will differentiate you and help you add more value to conversations with business owners • CONCIERGE-LEVEL SUPPORT including access to subject matter experts, priority sales support, business strategy, marketing and sales assistant support • A team of SEASONED INVESTMENT AND TRUST SPECIALISTS to meet your clients’ unique estate planning and wealth management needs • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms. Let’s partner together in support of the values we share with each other: • INNOVATION: benefit from dedicated investments into tools and technologies designed to make doing business easier for you • ENJOYING FLEXIBILITY: build your business the way that’s right for you – we respect your experience and expertise • EXPANDING YOUR INFLUENCE: we know your impact transcends families boundaries, businesses, communities and generations • BEING HEARD: because your voice matters, because you matter • SEEING THE PATHWAY TO SUCCESS: receive the guidance and support you need to realize your vision for your practice • Transparency: enjoy honesty and clarity as the fundamental ingredients of partnershipCRN202103‐245011  CONTACT US TODAY to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best. Responsibilities: As a FINANCIAL ADVISOR, 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 by helping people find financial stability and peace of mind • FOLLOW A WELL-DEFINED CAREER PATH that integrates education with mentorship - either you being the mentor or benefitting from a mentor relationship - and a team-oriented culture • BENEFIT FROM A CULTURE OF INNOVATION that embraces growth and change - develop your target and growth markets - advanced markets • ENJOY TRANSPARENCY, honesty, and clarity • HAVE A VOICE – your contributions and input matter • Experience the power of flexibility –to design your work and your life the way you envision   Qualifications: • Life and Health Insurance license • Securities licenses: any of the following: series 6, 63, 65, 7, 66 • Minimum 2 years proven production. Compensation: $80,000 - $500,000 yearly

    • As a Financial Advisor, 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 by helping people find financial stability and peace of mind • Follow a well-defined career path that integrates education with mentorship - either you being the mentor or benefitting from a mentor relationship - and a team-oriented culture • Benefit from a culture of innovation that embraces growth and change - develop your target and growth markets - advanced markets • Enjoy transparency, honesty, and clarity • Have a voice – your contributions and input matter •  Experience the power of flexibility –to design your work and your life the way you envision