Experienced Financial Advisor Representative
7 days ago
Escondido
Job Description Step Into Leadership – Experienced Financial Advisor / Investment Professional Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we’re building something different — an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms. We’re not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions, giving you the edge to grow faster, serve better, and build something that’s truly yours. What You’ll Gain: • A leadership track designed for professionals ready to grow a team or scale a firm, • Access to competitive products and advanced planning tools, • Mentorship from seasoned industry leaders and a high-performance peer network, • Marketing and training allowances, back-office support, and business-building resources, • Flexible, remote-first structure — you're in control of your time and growth, • Performance-based compensation, residuals, and incentive bonuses, • Comprehensive benefits: health, dental, vision, 401(k), pension, and life insurance, • Sponsorship for licensing, if needed (Series 6/7, 65/66, Life/Health) You’re a fit if you: • Have experience in financial services, insurance, or investment advising, • Possess a strong personal/professional network, • Are hungry for autonomy, ownership, and long-term growth, • Want to lead, mentor, and make an impact beyond personal production, • Are authorized to work in the U.S. If you’ve been looking for a place to grow, lead, and build your business, not just someone else’s — this may be the opportunity you've been waiting for. Compensation- Top 1% industry compensation potential. Commission-based with performance bonuses, leadership incentives, and upside potential on earnings. Compensation: $250,000 at plan earnings Responsibilities: • Follow a leadership advancement track with career growth opportunities., • Develop client relationships and provide tailored financial strategies., • Leverage company-provided marketing tools and industry resources., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Must be authorized to work in the US., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Highly motivated with a strong work ethic., • Minimum 2+ years of experience in financial services, investment advising, or insurance, • Active licenses preferred:, • Life & Health Insurance License, • FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain — sponsorship available), • Demonstrated success in:, • Client acquisition and retention, • Financial planning or investment strategy development, • Building and maintaining a book of business, • Strong personal/professional network with business development capability, • Entrepreneurial mindset with a drive to build and lead a team or practice, • High-level communication, interpersonal, and consultative skills, • Self-motivated, disciplined, and goal-oriented, • Tech-savvy — comfortable using virtual meeting tools, CRM platforms, and planning software, • Committed to high ethical standards and client-first principles, • Must be authorized to work in the U.S.About Company At Falcon PG, we believe in the power of entrepreneurship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges. We offer a dynamic, entrepreneurial platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own business, develop authentic client relationships, and craft tailored financial solutions that truly make a difference. We’re looking for motivated professionals with an entrepreneurial spirit, ready to create their own success. If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!