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Financial Advisor

U.S. Retirement & Benefits Partners

in Remote / San Jose CA / San Jose CA / Union City CA / Hayward CA / Alameda CA / Livermore CA / Dublin CA / Fremont CA / Danville CA / Concord CA / El Cerrito CA / Hercules CA / Danville CA

Logo for U.S. Retirement & Benefits Partners

COMPANY OVERVIEW

U.S. Retirement & Benefits Partners (USRBP) is an independent national financial services firm specializing in public school, governmental and corporate employee benefits plans and employer-sponsored retirement plans. The business was formed in 2008 and today is the largest independent specialist serving the K-12 market with over two million clients nationally. USRBP is the market-leader with our dominant position in the educational and government sectors. https://usrbpartners.com/

We are looking for a Financial Advisor to join our Partner Firm, Employee Benefits Services Group (EBSG) 

Who is Employee Benefits Services Group (EBSG) / USRBP?

  • Since 1989, EBSG has provided asset protection and growth solutions for thousands of employees in the education and non-profit sectors.
  • Northern California's leading financial and retirement planning services firm focused on the education and non-profit sector.
  • Unique knowledge of the government pension system helps our clients with their wealth management objectives.

And now we are expanding our team of K-12 Financial Advisors in the San Francisco Bay area; this role will be based out of our local office in Campbell, CA. Unlike many other financial services opportunities where you must create your market, our Financial Advisors have a specific niche market to work. Dynamic changes in the 403(b) and 457(b) markets have created opportunities for tremendous growth.

This will be an independent consultant/1099 role.

Unlimited compensation potential – grow your book of business with no cap on the commissions you can earn!

Estimated year-to-year earnings:

  • Year 1 - $60,000 +
  • Year 2 - $110,000 +

JOB DESCRIPTION

This is a unique worksite sales/marketing opportunity for the right Financial Advisor that entails:

  • Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Selling financial products such as annuities, mutual funds, and insurance (licenses required).
  • Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  • Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Answering clients' questions about the purposes and details of financial plans and strategies.

JOB REQUIREMENTS

  • Financial services sales experience required.
  • Securities registration (FINRA Series 6 or Series 7 & 65).
  • Must have clean FINRA BrokerCheck.
  • CA Life & Health insurance license.
  • Excellent sales and communication skills.
  • 4-year college degree preferred.

How to Apply

To apply, please email resume to furtecho@usrbpartners.com.


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