Finance Jobs in Escondido, CA

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1mo ago

Personal Financial Planner

Falcon PG Escondido, CA

Escondido, CA

1mo ago

$132k+/yr Full time Bachelor's Degree Client Relationship Management CRM Systems

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Job Description

Location

Escondido, CA

Compensation

Compensation: $132,000 in at-plan earnings.

Responsibilities

Identify and cultivate new client relationships, acting as a trusted financial advisor to prospective clients.
Help clients progress toward their financial goals through targeted product selections, planning, and investment recommendations.
Develop tailored financial plans by considering clients’ life stage, professional circumstances, and evolving financial needs.
Assess cash flow, income, financial status, goals, assets, and other wealth-related factors to assist clients in defining and achieving their objectives.
Be coachable and organized, embracing ongoing training and development opportunities to enhance professional capabilities.
Proactively expand market presence, build client trust, and position yourself as the preferred financial advisor for new clients.
Conduct in-depth evaluations of clients’ financial situations (including cash flow, wealth targets, and retirement planning) and tailor wealth-management solutions accordingly.

Qualifications

Current FINRA Series 7 and 63/66 credentials are a plus.
Strong communication and math skills with a demonstrated history of building robust client relationships.
Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and related tools is highly preferred.
Foundational knowledge of financial concepts, products, and the role of a financial advisor is desirable.
Bachelor’s degree in business administration, finance, or a related field.

About the Company

At Falcon PG, we champion ventureship—driving positive change in communities and helping families establish lasting financial security. We empower individuals to thrive through life’s uncertainties, offering innovative financial products that enable confident tomorrow planning while navigating today’s challenges. Our dynamic, business‑driven platform provides world‑class training, cutting‑edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to shape your career, cultivate authentic client relationships, and deliver personalized financial solutions that make a real difference. We’re seeking motivated professionals with an entrepreneurial mindset who are ready to create their own success. If you’re a driven self‑starter with a passion for making an impact, we’d love to connect. Let’s build something exceptional—together.

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