Junior Financial Advisor Job at GoldBook Financial - Southern CA, Costa Mesa, CA

a1J3dDUxQVZ4REo2YmpyVStQWE4vdTE5dkE9PQ==
  • GoldBook Financial - Southern CA
  • Costa Mesa, CA

Job Description

Junior Financial Advisor

Location: Costa Mesa, CA

Employment Type: Full-Time, Entry Level

Are you an ambitious individual eager to grow in the financial services industry? We are seeking a Junior Financial Advisor to support an experienced advisor with administrative tasks while also developing their own book of business.

This entry level role is ideal for someone looking to learn from an experienced mentor while laying the foundation for their own success.

Key Responsibilities:

  • Assist in client communications, scheduling, and administrative support
  • Prepare illustrations, proposals, and financial reviews.
  • Support client onboarding and follow-up processes
  • Collaborate on financial planning and investment strategies
  • Develop your own pipeline of prospective clients with mentorship and training

Qualifications:

  • Bachelor’s degree in finance, business, or related field
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal abilities
  • Ability to work independently while contributing to a team
  • Eagerness to learn and build a successful advisory practice

What We Offer:

  • Hands-on mentorship from an experienced financial advisor
  • Fixed and variable competitive compensation
  • Health insurance and retirement benefits
  • Professional development opportunities
  • The ability to grow and establish your own client base

If you’re ready to take the next step in your financial advisory career, apply today and start building your future with us!

Job Tags

Full time,

Similar Jobs

Vanderbloemen

Pastor to Kids and Families Job at Vanderbloemen

 ..., Hillside became a multi-site church using a network and live teaching model. Covid set that momentum back a bit but we relaunched our...  ...that foster connection, community, and spiritual growth. (e.g. summer camps, family worship Sundays, seasonal celebrations). Leadership... 

Houston Methodist The Woodlands Hospital

Senior Pharmacy Technician - Evenings Job at Houston Methodist The Woodlands Hospital

 ...At Houston Methodist, the Senior Pharmacy Technician position is responsible for providing day-to-day comprehensive pharmacy services that...  ...and improvement activities, and to meeting departmental and hospital targets for quality and safety. ~ Collects and reports data... 

Adbakx

SAP FICO Consultant/Architect -independent Visa Only Job at Adbakx

 ...Role:- SAP FICO Consultant/Architect Location:- Wilmington DE, Local and Nearby State only (No Non Local or Relocation) JD 10-15 years experience, Senior SAP FICO consultant with two end-to-end implementations experience including blue printing Strong experience... 

Compass Group

Patient Experience Manager - Charlottesville, VA Job at Compass Group

Job Summary Responsible for coordinating and directing all patient experience activities within the assigned system. Monitors and negotiates...  ...and patient satisfaction trends.Collaborate with on-site management to meet operational goals.Participate in conference calls and... 

PRIDE Health

Travel Hospital Pharmacist - $3,183 per week Job at PRIDE Health

PRIDE Health is seeking a travel Hospital Pharmacist for a travel job in Asheville, North Carolina. Job Description & Requirements ~ Specialty: Hospital Pharmacist ~ Discipline: Allied Health Professional ~ Start Date: 07/28/2025~ Duration: 13 weeks ~40 ...