Junior Advisor

E.A. Buck Financial Services

$75k - $100k/yr Employer stated

Found 5 days ago · Confirmed live 3 hours ago

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Skills this job asks for

  • Customer Relationship Management (CRM)
  • Microsoft Office
  • Spanish
  • Financial Services
  • Long-Term Care

Certifications

  • Series 65

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At a glance

Type
Full-time
Level
Entry level
Experience
1+ years
Work model
Not stated
Schedule
Not stated
Education
Not stated
Benefits
Not stated
Certifications
Series 65 license, Life & Health license
Team
Finance

Description

Position: Junior Advisor
Firm: NIM Retirement Group
Location: Modesto, CA
 
Overview:
 
NIM Retirement Group is a retirement-focused financial planning firm dedicated to helping individuals and families navigate the complexities of retirement with confidence. Based in Modesto, California, we provide personalized financial guidance centered on long-term relationships, exceptional service, and client-first advice.
 
We are seeking an analytical and relationship-oriented Junior Advisor to join our growing financial planning team. In this role you will work with existing clients and company-generated prospects from seminars and referrals, receive hands-on mentorship, and develop across five retirement planning areas: tax, medical, income, investment, and legacy. The intended development path toward Lead Advisor is approximately 1 year to 2 years, depending on readiness and performance.
 
What You’ll Do:
  • Work alongside the Lead Advisor to service clients, conduct paraplanning, and support individual and team goals
  • Analyze, prepare, present, and help implement customized financial and retirement plans across tax, medical, income, investment, and legacy planning
  • Assist clients with annuities, life insurance, long-term care solutions, and managed portfolios, within applicable licensing and supervision requirements
  • Make proactive outbound calls, schedule appointments, manage follow-ups, and develop, retain, and grow long-term client relationship
  • Meet one-on-one with prospects from seminars and referrals and with existing clients; build trust and follow through on opportunities
  • Participate in public seminars, company events, and client education; communicate effectively
  • Complete required training, maintain organized client records, and develop toward a Lead Advisor role
 
 
What We’re Looking For:
  • 1+ years of financial services experience; Series 65 and Life & Health licenses preferred
  • Strong mathematical, analytical, organizational, prioritization, and written/verbal communication skills
  • Proficient in Microsoft Office; CRM experience preferred
  • Fluency in Spanish preferred
  • Precise, resourceful, persistent, achievement-driven, and proactive; takes ownership and gets things done
  • Warm, empathetic, patient, and attentive; enjoys helping families and building lasting personal relationships
  • Positive attitude, quick learner, entrepreneurial mindset
  • Willing and able to travel to the San Jose home office for initial and ongoing training
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
  • Strong analytical, organizational, and communication skills
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
 
What You’ll Get:
 
Pay & Perks:
  • Year 1 projected total earnings: $75,000–$100,000.
  • Year 2 projected total earnings: $120,000–$150,000.
  • Year 3 projected total earnings: $180,000–$250,000.
  • Full medical benefits after probation
  • Earning ranges are potential salary-and-bonus outcomes; actual compensation depends on experience, performance, and the applicable compensation plan
  • Health insurance
  • Dental insurance
  • 401(k) eligibility after 1 year
  • PTO
 
 
Schedule:
  • In office: Monday – Friday, 8:30am – 5:30pm
  • Some evenings and weekends required each month for client visits, conferences and training
  • Willing and able to travel to the San Jose home office for initial and ongoing training
 
 
 
Presented by Advisor Talent Solutions
 
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
 
Learn more about our approach and services at advisortalentsolutions         
 
 

About E.A. Buck Financial Services

E.A. Buck Financial Services

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