Associate Financial Planner at Falcon… · Escondido

Summary: Falcon Pacific Group Wealth Management and Insurance Services is seeking an eager, strategic, and definitive financial advisor for an entry-level position with potential for growth. The role focuses on helping clients identify and achieve their financial goals through various planning services including risk management and retirement planning. Responsibilities: - Help clients identify and achieve their financial goals through a variety of planning services - Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more - Deliver excellent client service Required Qualifications: - Eager and strategic mindset - Ability to help clients identify and achieve financial goals - Knowledge of planning services including risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options - Dedication to delivering excellent client service