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Financial Services Professional

Company: M Financial Group
Location: Torrance
Posted on: May 5, 2022

Job Description:

M Financial is partnering with M Advisory ( ) to deliver a 2-year program that provides you the support and mentorship needed to achieve your goals. Whether you---re looking to launch a new career in financial services, or you---re looking to leverage your previous industry experience and accelerate your growth, our customized approach to coaching and development can be the key to your success. In this role, you will forge deep, long-term relationships with ultra-high-net-worth clients through a holistic planning approach to solving their financial and insurance needs. The compensation package is a combination of a generous salary, plus commissions and bonuses. (Total cash compensation expected to exceed $100k in year one.) A Bachelors will be required for this position along with your previous outside sales experience. Established industry experience is also a plus. -- Progress towards CLU or CFP a plus. -- 4 - 7 years of transferable work experience, preferably in a client-facing, consultative sales, or fiduciary role -- An entrepreneurial mindset able to handle a high level of autonomy, independence, initiative, and interpersonal collaboration -- A strong code of professional ethics and integrity -- Strong communication skills (verbal & written) -- Excellent presentation skills

Keywords: M Financial Group, Torrance , Financial Services Professional, Accounting, Auditing , Torrance, California

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