Financial Advisor

Herbert Financial has been providing specialized financial solutions for businesses and corporate clients for 19 years. The organization focuses on a variety of services, including business tax strategy, real estate strategy, business overhead insurance, 401K plans, employee benefits, and business investments. Herbert Financial is known for its dedication to consistent growth, asset protection, and meeting the unique and evolving needs of its clients.

With favored access to top insurance carriers and financial institutions, the company delivers customized solutions with transparency, loyalty, and integrity.

This is a full-time, on-site role for a Financial Advisor based in Monrovia, CA. The Financial Advisor will consult with clients to assess financial needs, develop customized financial plans, and provide expert advice on investments, retirement planning, insurance, and other financial strategies. Responsibilities also include building and maintaining client relationships, managing portfolios, ensuring compliance with regulatory standards, analyzing market trends, and generating reports to track progress and opportunities.

• Strong expertise in Financial Planning, Retirement Planning, and Financial Advisory services
• In-depth experience with Finance, Investments, and portfolio management
• Excellent interpersonal and communication skills to establish and maintain relationships
• Strong analytical, problem-solving, and decision-making skills
• Ability to remain compliant with financial regulations and stay updated on market trends
• Bachelor’s degree in Finance, Economics, Accounting, or a related field is preferred
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
• Proficiency in financial software and Microsoft Office Suite
• Experience in business financial consulting or client acquisition is an asset

• Seniority level
  :
  Entry level
• Employment type
  :
  Full-time
• Job function
  :
  Finance and Sales