Financial Advisor
Tax & Financial Group
Tax & Financial Group is looking for Financial Advisors
We believe that investing in our team’s professional growth is not only beneficial to their personal and career development but also critical to our firm’s success. At Tax & Financial Group you will gain the ideal balance of independence and support to help you take your
practice to a new level. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
- Someone with excellent interpersonal skills and sales abilities
- Someone who has a strong prospecting ability
- Someone who believes in financial product sand services
- Someone who demonstrates determination and commitment
- Someone who has an entrepreneurial mindset
Preferred (but not required):
- Prior sales success
- Leadership experience
- Understanding of the financial planning process
- Bachelor’s Degree
- State Insurance License– Life and Health
- Series 7 & 66 registrations
What we provide:
- Competitive payouts
- Dedicated support staff
- Dedicated transition support
- Vast array of broker-dealer & investment advisory platforms
- Succession planning
- Product specialists support
- Practice management coaches
- Firm leadership opportunities
Who we are:
Tax & Financial Group specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. Our relationship with our broker-dealer allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company. Our collaborative approach, robust tools, and strategies will help accelerate your practice. Apply today to learn more about the opportunity.
Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. Tax & Financial Group - 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660. 20260303911 DOFU 03/2026
Vacancy posted 6 hours ago
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