RK Partners · 2 months ago
Financial Representative | Newport Beach
Newport Beach, CA, US
Full-time
Onsite
Entry Level
$55K/yr - $75K/yr
1+ years expRK Partners is a comprehensive financial services firm dedicated to helping clients achieve long-term financial security. The role involves building relationships with clients, providing financial planning and investment advice, and collaborating with other professionals to deliver holistic financial solutions.
Consulting
Responsibilities
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Qualification
Required
1-2+ years of sales or business development experience
Strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred
Licensure: CA Life & Health, SIE, Series 7 & Series 66
Licensing will need to be obtained
Benefits
Flexible schedule
Professional development assistance
Referral program
Bonus opportunities
Commission pay
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase