Professional Financial Advisor

Management And Leadership TrackWe are seeking ambitious professionals interested in a Management And Leadership Track within the financial services and insurance industry. This role is designed for individuals who want to build a successful advisory practice while developing the leadership skills needed to mentor, recruit, and lead a high-performing team.Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.In this role, you will begin by developing expertise in financial planning, insurance solutions, and client relationship management, helping individuals, families, and businesses protect and grow their financial future. As you grow your client base and demonstrate strong performance, you will have the opportunity to advance into leadership, where you will recruit, train, and develop new advisors while expanding your own practice.This career path offers structured training, mentorship, and professional development, allowing you to build both a thriving business and a leadership career. Successful candidates are business-driven, highly motivated, and passionate about helping others succeedboth clients and future team members.The Management Track provides a clear path for professionals who want to grow into leadership positions, build and lead a team, and create long-term impact within the financial services industry while achieving significant personal and professional growth.ResponsibilitiesSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorSupport clients' progress toward their financial goals through strategic product, plan, and investment recommendationsConsider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needsDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectivesBe a coachable, organized team member interested in pursuing training development and educational opportunitiesQualificationsUp-to-date FINRA Series 7 & 63/66 documents are a bonusStellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersComputer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferredBaseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredA required Bachelor's degree in business administration, finance, or similarly related fieldCompensation $132,000 at-plan earnings About Falcon PGAt Falcon PG, we believe in the power of ventureshipdriving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life's uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today's challenges.We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You'll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference.We're looking for motivated professionals with an enterprising spirit, ready to create their own success.If you're a driven self-starter and passionate about making an impact, we'd love to connect. xevrcyc Let's build something extraordinarytogether!