Financial Consultant - Local Candidates Only

CONSIDERING CANDIDATES CURRENTLY RESIDINGIN SAN DIEGO, CA AND SURROUNDING AREAS ONLY

Job Summary

FINANCIAL CONSULTANT - REQUIREMENTS

• REQUIRED - completed four-year bachelors college degree
• Must be a US Citizen or permanent resident
• Desire for optimal work/life balance career.
• Remote & work from home options - Approximately 95% of role can be performed remote. However, must be able to come into office location when required.
• Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial and investment futures.
• Passion for winning and desire an opportunity for high income potential.
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
• You don’t need to have a background in finance or economics to be a successful Financial Consultant.

FINANCIAL CONSULTANT - BENEFITS

You can’t attract quality people with a second-best compensation package. As a One Pacific Financial Strategies Financial Consultant, you’ll be part of a recognized, respected company that offers:

• High earning potential with generous & extensive performance-based compensation models
• Optimal work/life balance
• Unparalleled firm provided technology resources
• Excellent comprehensive benefits package
• Training, support and hands-on management
• Advancement/management opportunities

Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this can be the place for you.

FINANCIAL CONSULTANT - OVERVIEW

• One Pacific Financial Strategies is seeking a driven individual looking to work in the finance industry as a Financial Consultant with unlimited growth potential and optimal work/life balance.
• We are a growing network of Financial Consultants who connect consumers and businesses in their communities with financial services and products to help protect the futures they build for themselves and their families.
• Our vision, resources, fundamental belief in training and the importance of experienced finance professional relationships help our clients understand that we strive to be the leading choice for people who seek an experienced Financial Consultant.
• We are a long-term financial services firm who emphasize guidance, technology and performance to deliver customized finance and investment planning strategies to consumers.
• We stress teamwork and have a passion for winning.

FINANCIAL CONSULTANT - JOB DESCRIPTION

• Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives.
• Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies.
• Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis.
• Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services.

FINANCIAL CONSULTANT - TRAINING PROGRAM ... SUPPORT TO HELP YOU SUCCEED

• The amount of support we provide for our Financial Consultants is unparalleled in the finance and financial planning industry.
• We believe in the Financial Consultants that we hire and will work with them constantly to put them on the path to building a personally, professionally and monetarily rewarding career in the finance and financial planning industry.
• As a One Pacific Financial Strategies Financial Consultant you’ll have the operational flexibility while being backed by the vast resources and marketing experience of our financial services organization and our partners.
• Financial Consultants participate in national and local development programs and joint work opportunities that provide comprehensive knowledge, planning and skill training.
• We very much encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry including Certified Financial Planner (CFP®), Chartered Financial Consultant and Chartered Life Underwriter.
• At One Pacific Financial Strategies we consider extensive, lifelong training to be one of our key competitive advantages. We’re committed to acquiring and leveraging every bit of intelligence available to grow the company. At One Pacific Financial Strategies, we develop teaming and mentoring opportunities so new Financial Consultants have the advantage of learning from those Financial Consultants who have already built successful practices in the finance & financial planning industry.

One Pacific Financial Strategies – Company Overview

One Pacific Financial Strategies is an Independent Financial Services Firm with extensive industry experience coupled with a futuristic point of view. Our firm provides unparalleled guidance and service to those clients that want to grow, protect and enhance their legacies.

One Pacific Financial Strategies guides our clients with foresight and cutting-edge planning techniques and services to enhance one of the most important relationships in our clients’ lives.

Please visit our website below …

www.OnePacificFS.com

Seek a greater challenge and be life confident.

Bar De Leon | Partner

One Pacific Financial Strategies: 5857 Owens Ave. #300 Carlsbad CA 92008

California Insurance License #: 0I07652

Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. One Pacific Financial Strategies is not an affiliate of OneAmerica Securities, Inc. and is not a Broker/Dealer or Registered Investment Advisor.

Job Type: Full-time

Pay: $50,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Application Question(s):

• Do you currently live and are you able to work in San Diego, CA or surrounding areas?

Education:

• Bachelor's (Required)

Language:

• English (Required)

Ability to Relocate:

• Carlsbad, CA 92008: Relocate before starting work (Required)

Work Location: Hybrid remote in Carlsbad, CA 92008