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Posted: Wednesday, March 22, 2017 12:07 AM


Company Overview

The Tax & Financial Group
is a comprehensive financial service company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our best financial professionals. Headquartered in Newport Beach, CA, The Tax & Financial Group is firmly committed to providing you with:
Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the right strategies to help you meet your financial needs.
Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies that meet your financial objectives.
Exceptional Service: “Service that excels" is our trademark. We provide consistent, responsive service that's underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.

Job Responsibilities

As a Financial Advisor, you will present our line of products and services to small business owners, working with them to analyze their needs and recommending the most appropriate solutions to help them to meet their goals. This will require that you establish and build a network of ongoing consultative business relationships, as well as internal relationships with our firm’s support staff.

Your specific duties in this role will include:
Prospecting for clients through introductions, networking associations, and CPA firms
Developing and maintaining long-term relationships with clients
Conducting fact gathering and needs analyses to arrive at client-centric financial solutions
Gaining client consensus on implementation of financial recommendations. Expanding personal knowledge and skills through ongoing professional development and joint work with your mentor

Job Requirements
Bachelor's Degree
Southern California resident for 1+ years
2+ years of professional sales experience preferred

Additional qualifications for the role include:
Prior success in a professional field
Active life insurance license (we will assist you in obtaining your Life & Health License, Series 7 and 66 FINRA registrations)
Exceptional multitasking organization and prioritization skills
Strong sense of integrity and ethics
Competitive, goal-driven outlook
Confidence and the ability to handle rejection
Solid customer service skills
Good market-development and networking abilities
Genuine interest in learning about the financial industry
As a Financial Advisor, you must be highly self-reliant and entrepreneurial-minded with a passion for making a positive difference in people’s lives. You must also be coachable and eager to learn, both through our initial training program and ongoing mentoring. It is also important that you display excellent verbal and written communication, interpersonal, and presentation skills, as well as the ability to establish rapport and credibility with business owners and other professionals.
skills through ongoing professional development and joint work with your mentor


As a Financial Advisor with Tax & Financial Group, you will be part of a stable and established organization that will provide you with access to proven marketing tools and prospecting systems, as well as a world-class support team of product specialists, attorneys, and CPAs.
Our intensive training program will teach you everything from prospecting and presentations to specifics about our product line and how to implement client financial programs. We will provide you with a stipend during training, with uncapped commissions allowing you to continue to grow your income as you develop your professional network. Don’t pass up this opportunity to build something for yourself – but not by yourself.

Here is just some of what we have to offer:
Uncapped commissions and or fees
First year earning potential $50,000-$75,000
Long-term potential for six-figure salary
Stipend during training
12-week on boarding training
1-2 year mentoring program
Medical coverage
Performance-based company trips
Full range of in-house support
Tuition reimbursement for Master’s degree in Financial Services
Assistance in obtaining Life & Health License, Series 7 and 66 FINRA registrations, CFP, CLU, and CHFC, AIF designations
Opportunities to take on leadership and mentoring roles

Please contact Leyla Williams – Recruiter (949)223-8307

1282555, DOFU 09.15
Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Tax & Financial Group is independently operated.
Tax & Financial Group
4001 MacArthur Blvd., Suite 300
Newport Beach, CA 9660

• Location: Orange County

• Post ID: 99112262 orangecounty is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017