Los Angeles, California, United States · Hybrid
$70k–$95k/yr
Benefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Do you have a competitive sp…
Skills: Financial planning, Client relationship management, Business development, Communication, Analytical skills
Los Angeles, California, United States · Hybrid
$60k–$80k/yr
Benefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Beer Financial Group (BFG…
Skills: Financial planning, Insurance solutions, Client attraction, Business development, Analytical thinking
Oxnard, California, United States · Hybrid
$80k–$90k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Marketing Expertise into a Care…
Skills: Financial planning, Marketing, Communications, Branding, Digital strategy
Bakersfield, California, United States · Hybrid
$60k–$80k/yr
Benefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Beer Financial Group (BFG…
Skills: Financial planning, Insurance solutions, Client attraction, Networking, Analytical thinking
Santa Monica, California, United States · Hybrid
$60k–$80k/yr
Benefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Beer Financial Group (BFG…
Skills: Financial planning, Insurance strategies, Client attraction, Relationship building, Analytical thinking
Santa Monica, California, United States · Remote OK
$80k–$90k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Marketing Expertise into a Care…
Skills: Financial planning, Client consultation, Insurance solutions, Networking, Communication
Bakersfield, California, United States · Hybrid
$70k–$95k/yr
Benefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Do you have a competitive sp…
Skills: Financial planning, Client relationship management, Business development, Communication, Interpersonal skills
Oxnard, California, United States · Hybrid
$60k–$80k/yr
Benefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Beer Financial Group (BFG…
Skills: Financial planning, Insurance solutions, Client attraction, Networking, Analytical thinking
Los Angeles, California, United States • Hybrid
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You will engage with clients to understand their financial needs and design tailored strategies to safeguard their assets and long-term security. Additionally, you will regularly review financial plans and cultivate a robust network of clients through referrals and community involvement.
A bachelor's degree in finance, business, or a related discipline is preferred, though not mandatory. Candidates should possess excellent interpersonal and communication skills, and will be required to obtain state insurance licenses.
Empowering families through financial planning.
BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them. Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org/www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.
Offices: 16 Greenmeadow Drive, Suite 201, Timonium, MD 21093, US
Empowering families through financial planning.
BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them. Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org/www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.
Offices: 16 Greenmeadow Drive, Suite 201, Timonium, MD 21093, US
