Junior Financial Advisor Job at GoldBook Financial - Southern CA, Costa Mesa, CA

d0pQM3Vxdm5lRVAwemIzWGNKN21kUklwc0E9PQ==
  • GoldBook Financial - Southern CA
  • Costa Mesa, CA

Job Description

Junior Financial Advisor

Location: Costa Mesa, CA

Employment Type: Full-Time, Entry Level

Are you an ambitious individual eager to grow in the financial services industry? We are seeking a Junior Financial Advisor to support an experienced advisor with administrative tasks while also developing their own book of business.

This entry level role is ideal for someone looking to learn from an experienced mentor while laying the foundation for their own success.

Key Responsibilities:

  • Assist in client communications, scheduling, and administrative support
  • Prepare illustrations, proposals, and financial reviews.
  • Support client onboarding and follow-up processes
  • Collaborate on financial planning and investment strategies
  • Develop your own pipeline of prospective clients with mentorship and training

Qualifications:

  • Bachelor’s degree in finance, business, or related field
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal abilities
  • Ability to work independently while contributing to a team
  • Eagerness to learn and build a successful advisory practice

What We Offer:

  • Hands-on mentorship from an experienced financial advisor
  • Fixed and variable competitive compensation
  • Health insurance and retirement benefits
  • Professional development opportunities
  • The ability to grow and establish your own client base

If you’re ready to take the next step in your financial advisory career, apply today and start building your future with us!

Job Tags

Full time,

Similar Jobs

PwC

Oracle Field Service Implementation Consultant - Manager Save for Later Remove job Job at PwC

 ...knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the...  ...how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship... 

Godshall Recruiting

Part Time Administrative Assistant Job at Godshall Recruiting

 ...to talk! What your future day will look like: Financial Data Entry Answering phones Assist with administrative tasks and...  ...~ Weekly pay and direct deposit from Godshall Type: Part time To be a champion in this role, you will need: QuickBooks... 

Forgeworks.ai

RevOps Project Manager Job at Forgeworks.ai

 ...Overview: We are on the lookout for a talented RevOps Project Manager to join our RevOps Agency as a part time contractor. The ideal...  ...Location: Hybrid. Coworking location in Central Park, Denver + remote. Join Us: If you are passionate about driving project... 

ANTS Sports

Youth Flag Football League Coach - Oakland - Fall 2025 Job at ANTS Sports

We seek passionate & committed part-time Youth Flag Football Coaches for K-5th grade students in Oakland for the second annual OUSD Flag Football League! Make a positive difference in America's youth by coaching youth flag football after-school programs. No previous...

Maxion Corp

Work At Home Data Entry - Remote - Admin Assistant Job at Maxion Corp

 ...Join Our Team as a Work-From-Home Data Entry Research Panelist! Are you ready to earn money from the comfort of your own home? This exciting opportunity is perfect for anyone with a variety of skills and backgrounds whether youve been an administrative assistant...