Herbert Financial Group · 23 hours ago
Financial Advisor
Monrovia, CA
Full-time
Onsite
Mid LevelHerbert Financial Group is a trusted provider of financial solutions for businesses, specializing in areas such as tax strategy and investment planning. They are seeking a Financial Advisor to develop tailored financial strategies for business owners and corporate clients, focusing on growth and asset protection.
Financial Services
Responsibilities
Conducting financial assessments
Developing comprehensive financial plans
Advising on investments
Managing retirement planning solutions
Providing ongoing financial guidance aligned with client goals
Qualification
Required
Proficiency in Financial Planning and providing expert Financial Advisory services
Strong knowledge in Finance and Investments
Skills in Retirement Planning for businesses and individuals
Exceptional communication, analytical, and relationship management skills
Ability to create customized financial strategies tailored to diverse client goals
Bachelor's degree in Finance, Economics, Accounting, or a related field
Proven experience in financial advisory or wealth management roles
Preferred
Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred
Company
Herbert Financial Group
Herbert Financial has been serving business financial needs for the past 19 years.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tania Herbert, MBA
Founder-President
Company data provided by crunchbase