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Financial Advisor

Company: RK Partners
Location: Newport Beach
Posted on: May 21, 2023

Job Description:

Financial AdvisorA Financial Advisor strives to understand their clients' goals and visions in order to uncover financial solutions that put them on a path to success. During the Apprenticeship and Residency stages, you'll receive outstanding support and training provided by our Advisor Development Program. This four- and half-year paid training program aims to provide you with the skills, support and financing necessary to build a thriving book of business, which you will personally own. This career is structured for goal orientated and independent individuals who strive to help others and establish trusting relationships with your clients. You'll have a business without limits while making a difference. Company culture, leadership, and specifics will be discussed via an initial phone call INCOME GROWTH OPPORTUNITYPaid apprenticeship and paid ResidencyBeyond income, you'll also have access to a comprehensive benefits package:--- Medical, Dental and Vision--- 401(k) Plan--- Disability--- E&O--- Incentive based recognition trips and performance incentive programsFor Experienced Advisors: Competitive payouts, dedicated transition support, array of broker dealer & investment advisory platforms and succession planningRESPONSIBILITIES--- Help people and businesses become financially secure. Make an impact by inspiring others to take action.--- Earn unlimited income. There are no caps on how much you can make--- Make time for the important things in life. You'll earn autonomy and eventually set your own schedule.--- Be a lifelong learner. Financial services are constantly changing, and you can be part of a dynamic, always evolving industry.--- Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss.QUALIFICATIONS--- Excellent interpersonal skills and sales abilities--- Someone who believes in financial products and services--- Self-motivated--- Demonstrates determination and commitment--- Willing to obtain licenses: Life & Health, FINRA Series 7 & 66WHO ARE THEY?This Fortune 500 company has been serving families for nearly 140 years. As the company has grown and evolved, they've never lost sight of those who depend on their advisors. Financial Services company is made up of financial professionals in an independent firm, like our client, nationwide. You'll receive the support of our local office and the support of home office company, a nationwide financial services company. Advisors have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP ).Through the company and the local firm relationship you'll receive outstanding support and training provided by our Advisor Development Program. As an independent firm, our client able to provide you with sound, comprehensive financial solutions for your unique situation. Our client's advisors have experience in the financial services industry, so you can rest assured knowing that you are receiving quality financial advice and services from an elite group of experts. Their unique organizational structure is comprised of multiple resources, or specialized departments, to help guide our financial advisors in how to best serve their clients.

Keywords: RK Partners, Newport Beach , Financial Advisor, Accounting, Auditing , Newport Beach, California

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