Financial Advisor를 찾습니다 (경력무관)

At Tax & Financial Group, you will receive a unique combination of independence and support to help you reach an elite level of success. By working together, you will have the capabilities you need to maximize your potential. Our collaborative approach, robust tools and strategies will help accelerate your practice.

Who we are seeking:

·         Someone with excellent interpersonal skills and sales abilities

·         Someone who believes in financial products and services

·         Someone who demonstrates determination and commitment

·         An entrepreneur who takes pride in his or her work

Preferred: (but not required)

·         Prior sales success

·         Leadership experience

·         Understanding of the financial planning process

·         FINRA Series 7 & 66 registrations

·         State Insurance License – Life and Health

For candidates:

·         Competitive payouts

·         Dedicated support staff

·         Benefits (i.e., matching 401k, subsidized medical, dental, vision, disability and E&O for those that qualify)

·         Dedicated transition support

·         Vast array of broker dealer & investment advisory platforms

·         Succession planning

·         Product specialists support

·         Practice management coaches

·         Firm leadership opportunities

If you are currently a financial professional, you’ll gain the ideal balance of independence and support to help you take your practice to a new level. You’ll have access to industry leading technology, training and tools, along with a deep well of expertise in financial products, research and trends. Most importantly, we’ll treat you and your clients like family.

If you are not currently a financial professional, our career development program helps ensure you have the skills and necessary support to build a thriving practice. You’ll learn client attraction and retention strategies, earn financial support and receive training through a combination of self-direction, teamwork and firm programs. Individuals from a variety of backgrounds, have found success at Tax & Financial Group.

Competitive Compensation, Benefits and Recognition

We offer benefits such as 401(k), medical, dental, group life and much more. Our financial professionals also have many opportunities to attend various recognition conferences and events throughout the year based on performance.

Company Description

As an independent firm, Tax & Financial Group specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. Our relationship with Securian Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company. Apply today to learn more.

Securities and investment advisor services offered through Securian Financial Services, Inc. Member FINRA/SIPC Tax & Financial Group is independently owned and operated. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA. 3941565 DOFU 12/2021

Send your resume to:

Jung In Hong

Tax & Financial Group

4001 MacArthur Blvd., 3rd Floor | Newport Beach, CA 92660

Toll Free: 800.373.2177 | Direct: 949.223.8417

jungin.hong@tfgroup.com