Job Description

Look no further for a fulfilling career in Financial Services!

At Tax and Financial Group (TFG), we are seeking individuals to embark on a rewarding career in financial advising that offers flexibility, independence, an unlimited earning potential and so much more!

Here, our financial advisors are given the training, resources, and support they need to build their practice from the ground up. You have control over your path while having access to some of the sharpest minds in the financial services industry.

Our first-class training program includes:

• Assistance obtaining industry licensing and registrations necessary.
• Mentorship and training by senior financial advisors, specialists, and a large broker dealer.
• Education to become an expert in the products and services we provide.
• Training on how to build your business through different resources and marketing avenues.
• Cutting edge industry resources and technology.

Key Responsibilities:

• Conduct comprehensive financial assessments to understand clients' financial situations and goals.
• Develop and implement customized financial plans tailored to clients' needs.
• Provide advice on investment strategies, asset allocation, risk management, and retirement and financial planning.
• Offer guidance on insurance options to protect clients' assets and income.
• Monitor clients' financial progress and adjust plans as necessary to ensure goals are met.
• Stay up to date with financial markets, trends, and regulations to provide informed advice.
• Build and maintain strong relationships with clients through regular communication and exceptional service.

Qualifications:

• FINRA Series 7 and 66, or ability to obtain
• State Life and Health Insurance licensing, or ability to obtain
• Local natural market of contacts and community involvement
• Bachelor’s degree
• Strong ethical values
• Motivated and results driven
• Proven track record of success in past employment, education, or similar endeavors
• Background in finance, law or accounting is desirable but not required.

About TFG:

Tax & Financial Group is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. V isit .com/ to learn more!

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660

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