Experienced Financial Advisor Representative
Job in
Escondido, San Diego County, California, 92025, USA
Listing for:
Falcon PG
Full Time
position
Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Step Into Leadership – Experienced Financial Advisor / Investment Professional
Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we’re building something different — an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms.
We’re not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions — giving you the edge to grow faster, serve better, and build something that’s truly yours.
What You’ll Gain:
A leadership track designed for professionals ready to grow a team or scale a firmAccess to competitive products and advanced planning toolsMentorship from seasoned industry leaders and a high-performance peer networkMarketing and training allowances, back-office support, and business-building resourcesFlexible, remote-first structure — you're in control of your time and growthPerformance-based compensation, residuals, and incentive bonusesComprehensive benefits: health, dental, vision, 401(k), pension, and life insuranceSponsorship for licensing, if needed (Series 6/7, 65/66, Life/Health)You’re a fit if you:
Have experience in financial services, insurance, or investment advisingPossess a strong personal/professional networkAre hungry for autonomy, ownership, and long-term growthWant to lead, mentor, and make an impact beyond personal productionAre authorized to work in the U.S.If you’ve been looking for a place to grow, lead, and build your business — not just someone else’s — this may be the opportunity you've been waiting for.
Responsibilities:
Participate in structured coaching and mentorship programs.Offer solutions in insurance, asset accumulation, and retirement planning.Utilize marketing tools and resources to grow your client base.Work within a hybrid model, attending in-person meetings and training sessions as required.Ensure compliance with financial industry standards and licensing requirements.Qualifications:Minimum 2+ years of experience in financial services, investment advising, or insuranceActive licenses preferred:Life & Health Insurance LicenseFINRA Series 6/7 and Series 65 or 66 (or willingness to obtain — sponsorship available)Demonstrated success in:Client acquisition and retentionFinancial planning or investment strategy developmentBuilding and maintaining a book of businessStrong personal/professional network with business development capabilityEntrepreneurial mindset with a drive to build and lead a team or practiceHigh-level communication, interpersonal, and consultative skillsSelf-motivated, disciplined, and goal-orientedTech-savvy — comfortable using virtual meeting tools, CRM platforms, and planning softwareCommitted to high ethical standards and client-first principlesMust be authorized to work in the U.S.#J-18808-Ljbffr
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