**Career change & Dual Career Seekers**

 

Experience a rewarding career where you help people become financially independent while building your own personal financial wealth with career growth and professional development. As a Financial Professional, you will help individuals and businesses accumulate wealth and protect their hard-earned assets.

 

Whether you are new to the industry or you are looking to enhance your professional services, we can provide you with the training and marketing support you need to elevate your business to the next level. As an independent Financial Professional you can create customized plans to meet your clients’ needs in the following areas: retirement planning, executive benefits, asset protection and risk management, estate planning, education funding, liability management among others

 

RESPONSIBILITIES

 

    Schedule appointments with confidence that your manager will mentor you through the client planning process, from situation assessment to plan implementation.  Conduct face-to-face meetings, with the support of your manager, during which you will gather pertinent information and educate clients about fundamental financial issues.  Analyze and manage clients’ assets and liabilities to enhance their net worth.  Present and implement tax-efficient planning solutions to help clients accumulate tax-advantaged wealth and generate tax-free distributions.  Provide a high level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral business.  Expand your knowledge and financial expertise through ongoing specialized training.   

QUALIFICATIONS / SKILLS

    Excellent communication and listening skills.  Organized individual who excels in problem solving and multi-tasking.  Motivated hard worker who displays self-confidence and a strong desire to learn.  Energetic self-starter with a track record of determination, effort and achievement.  Bachelor’s Degree preferred but not required  College Graduates, Career changers, Entrepreneurs, Real Estate agents, Tax & Mortgage professionals and Educators are encouraged to apply  Full Time or Part Time positions available   

WHAT WE OFFER

    Generous commissions, and the opportunity to qualify for business trips in destinations such as Hawaii, Alaska, Mexico.  We will provide you with basic training followed by ongoing financial and management training to elevate your career to the next level.  Implement our proven referral process to market your services and expand your business.  Help people from all financial backgrounds, ranging from middle-income to high net worth, as you create customized plans to meet their specific needs.   

OUR LOCATIONS

 

We have branches throughout the west coast and are actively recruiting in these areas:

 

San Diego, Anaheim, Gardena, Los Angeles, San Francisco, Seattle..

 

Send your Resume for immediate consideration to join our dynamic team to:

better.financial.future@gmail.com

Andrea J. Park

CA Lic #0H19577