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Entry-Level Financial Advisor

Job in Escondido, San Diego County, California, 92025, USA
Listing for: WizeHire, Inc
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR
Job Description & How to Apply Below

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long‑term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits
  • Flexible schedule with a strong work‑life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance‑based incentives.
  • Company‑sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.

Responsibilities
  • Attend hybrid meetings, including in‑person team collaboration, as required.
  • Attend virtual and in‑person training to enhance financial expertise.
  • Work with clients to assess financial needs and develop personalized strategies.
  • Participate in structured coaching and mentorship programs.
  • Provide guidance on insurance, investments, and retirement planning.
Qualifications
  • Minimum2+ years of experience
    in financial services, investment advising, or insurance
  • Life & Health Insurance License
  • FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain — sponsorship available)
  • Demonstrated success in:
  • Client acquisition and retention
  • Financial planning or investment strategy development
  • Building and maintaining a book of business
  • Strong
    personal/professional network
    with business development capability
  • Business mindset with a drive to
    build and lead a team or practice
  • High‑level communication, interpersonal, and consultative skills
  • Self‑motivated
    , disciplined, and goal‑oriented
  • Tech‑savvy — comfortable using virtual meeting tools, CRM platforms and planning software
  • Committed to
    high ethical standards
    and client‑first principles
  • Must be
    authorized to work in the U.S.
  • No prior financial experience is required, and comprehensive training is included.
  • Self‑motivated, coachable, and driven to succeed.
  • Must be authorized to work in the US.
  • Demonstrated leadership or a proven track record of success.
  • Excellent communication and relationship‑building abilities.
Compensation

$250,000 at plan earnings

About Falcon PG

At Falcon PG, we believe in the power of entrepreneurship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges.

We offer a dynamic, entrepreneurial platform with world‑class training, cutting‑edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own business, develop authentic client relationships, and craft tailored financial solutions that truly make a difference.

We’re looking for motivated professionals with an entrepreneurial spirit, ready to create their own success. If you're a driven self‑starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!

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