Job Description

Junior Financial Advisor

Location: Costa Mesa, CA

Employment Type: Full-Time, Entry Level

Are you an ambitious individual eager to grow in the financial services industry? We are seeking a Junior Financial Advisor to support an experienced advisor with administrative tasks while also developing their own book of business.

This entry level role is ideal for someone looking to learn from an experienced mentor while laying the foundation for their own success.

Key Responsibilities:

• Assist in client communications, scheduling, and administrative support
• Prepare illustrations, proposals, and financial reviews.
• Support client onboarding and follow-up processes
• Collaborate on financial planning and investment strategies
• Develop your own pipeline of prospective clients with mentorship and training

Qualifications:

• Bachelor’s degree in finance, business, or related field
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal abilities
• Ability to work independently while contributing to a team
• Eagerness to learn and build a successful advisory practice

What We Offer:

• Hands-on mentorship from an experienced financial advisor
• Fixed and variable competitive compensation
• Health insurance and retirement benefits
• Professional development opportunities
• The ability to grow and establish your own client base

If you’re ready to take the next step in your financial advisory career, apply today and start building your future with us!

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