Financial Advisor with Healthcare Background
$76,000–$102,000 year
On-siteMonterey, California, United States
Job Summary
Conduct client consultations to understand financial goals, aspirations, and concerns. Develop comprehensive financial plans covering investments, insurance, and retirement. Recommend and implement insurance strategies to protect assets and income. Monitor client plans regularly, providing updates and adjusting strategies as needed. Build and maintain a client network through referrals, community involvement, and professional associations. This role leverages healthcare expertise to guide clients through critical life stages like medical expenses and retirement planning. Located at 479 Pacific St, Ste 1, Monterey, CA, the position offers a flexible schedule with opportunities for advancement and significant performance-based bonuses.
Required Qualifications
- Bachelor's degree, preferred
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses
Desired Qualifications
- Previous experience in financial services
- Previous experience in insurance
- Previous experience in business development
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