Senior Financial Advisor

PHP Financial Services

Senior Financial Advisor

Corona, CA
Full Time
Paid
  • Responsibilities

    Advance Your Career as a Senior Financial Advisor with PHP Financial Services! Are you an accomplished financial professional looking to elevate your career, unlock leadership opportunities, and achieve limitless earning potential? PHP Financial Services is searching for exceptional Senior Financial Advisors ready to make a significant impact on the financial futures of individuals and families. The Opportunity: Senior Financial Advisor As a Senior Financial Advisor at PHP, you won’t just sell financial products—you’ll be a trusted partner and strategist for your clients. By offering expert advice on life insurance, retirement planning, and investment strategies, you’ll empower your clients to build secure and prosperous futures. In this leadership role, you’ll not only grow your own portfolio but also mentor and guide junior advisors. PHP provides the resources and support to help you thrive in your career, all while giving you the autonomy to define your own success. Why Choose PHP Financial Services? At PHP, we’re redefining financial advising. Here’s what makes us the ideal partner for your next career move: • Earning Potential: Skyrocket your income with no caps on commissions and performance-based bonuses. Your success knows no limits. • Leadership Growth: Build and mentor your own team of advisors while pursuing higher-level leadership opportunities. • Innovative Resources: Leverage cutting-edge tools, comprehensive training, and unmatched support to stay at the forefront of the financial industry. • Flexibility and Balance: Take control of your schedule, allowing you to achieve the perfect work-life harmony. • Meaningful Impact: Help clients achieve financial stability and growth while continually advancing your own expertise and leadership skills. What We’re Looking For We’re seeking experienced financial professionals who: • Have a strong track record of success in financial services and advising. • Are passionate about guiding clients toward lasting financial success. • Possess an entrepreneurial mindset and a drive to lead and mentor others. • Are motivated to reach new career and income milestones. Take the Leap If you’re ready to embrace a leadership role with unparalleled earning potential and the chance to make a lasting difference, PHP Financial Services is your next step. Join us to grow, lead, and transform lives in the financial industry. Apply Today Don’t wait to take your career to new heights. Apply now to join PHP Financial Services as a Senior Financial Advisor, and let’s shape a brighter financial future—together! Responsibilities: • Conduct client consultations in Corona, CA, US, to assess financial needs, offer personalized solutions, and suggest suitable financial products tailored to each client. • Provide a comprehensive range of financial services in Corona, CA, US, encompassing life insurance, retirement planning, and various savings strategies to cater to clients' financial goals. • Educate clients in Corona, CA, US, about the importance of life insurance, estate planning, and methods for wealth creation to support them in making informed decisions regarding their finances. • Develop and implement marketing strategies in Corona, CA, US, to broaden the client base through networking events, referrals, and online outreach efforts. • Cultivate enduring relationships with clients in Corona, CA, US, by offering consistent guidance and adapting financial plans as necessary to ensure their financial well-being. • Meet or exceed sales targets in Corona, CA, US, on a monthly and quarterly basis while maintaining high ethical standards and delivering exceptional customer service. • Engage in ongoing professional development and leadership training organized by PHP in Corona, CA, US, including advanced product training sessions and personal growth workshops. • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, best practices, and receive continuous support and mentorship from industry experts. Qualifications: • Ideal candidates for the Senior Financial Advisor position in Corona, CA, US should possess an entrepreneurial spirit and a strong dedication to enhancing financial literacy and independence. • Effective communication skills are crucial for simplifying complex financial concepts and providing clear guidance to clients. • Candidates must demonstrate a strong work ethic, self-motivation, and the ability to manage time efficiently while taking initiative in their work. • A team-oriented mindset is essential for collaborating effectively, sharing knowledge, and contributing positively to the team dynamic. • Willingness to obtain a life insurance license, with guidance provided by PHP, is a mandatory requirement for this role. • A customer-focused approach is key, demonstrating a commitment to delivering exceptional service and upholding high standards of integrity. • Education-wise, candidates must already be licensed or show a strong motivation to acquire the necessary licenses for the role. Compensation: $85,000 - $225,000 yearly

    • •
    • Conduct client consultations in Corona, CA, US, to assess financial needs, offer personalized solutions, and suggest suitable financial products tailored to each client. •
    • Provide a comprehensive range of financial services in Corona, CA, US, encompassing life insurance, retirement planning, and various savings strategies to cater to clients' financial goals. •
    • Educate clients in Corona, CA, US, about the importance of life insurance, estate planning, and methods for wealth creation to support them in making informed decisions regarding their finances. •
    • Develop and implement marketing strategies in Corona, CA, US, to broaden the client base through networking events, referrals, and online outreach efforts. •
    • Cultivate enduring relationships with clients in Corona, CA, US, by offering consistent guidance and adapting financial plans as necessary to ensure their financial well-being. •
    • Meet or exceed sales targets in Corona, CA, US, on a monthly and quarterly basis while maintaining high ethical standards and delivering exceptional customer service. •
    • Engage in ongoing professional development and leadership training organized by PHP in Corona, CA, US, including advanced product training sessions and personal growth workshops. •
    • Collaborate with a team of financial professionals in Corona, CA, US, to exchange insights, best practices, and receive continuous support and mentorship from industry experts.

  • Compensation
    $85,000-$225,000 per year