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Herbert Financial has been serving business financial needs for the past 19 years. Our elite team specializes in financial solutions for business owners, corporate clients, business tax strategy, real estate strategy, business overhead insurance, employee benefits, 401K, and business investment. We generate consistent growth and asset protection for our clients. Our valued network provides favored access to insurance carriers and financial institutions, enhancing our ability to meet complex planning requirements. We prioritize transparency, loyalty, and integrity in all our decisions.
Role Description
This is a full-time on-site role for a Financial Advisor located in Monrovia, CA. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice. Daily tasks include assessing financial needs, developing strategies, recommending investments, and monitoring client portfolios. The Financial Advisor will also conduct reviews and update financial plans to ensure client goals are met.
Qualifications
- Experience in Financial Planning and Finance
- Expertise in Retirement Planning and Investments
- Proficiency in Financial Advisory services
- Strong interpersonal and communication skills
- Ability to analyze financial information and provide sound advice
- Bachelor's degree in Finance, Economics, or related field
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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