Financial Advisor Associate - (Temecula, CA)

ROLE AND RESPONSIBILITIES The Financial Associate (F1) position in our Corona Office is ideal for career-minded college graduates interested in working in a fast-paced environment focused on providing exceptional client background. New F1s will be joining a staff of financial advisors devoted to superior client service and comprehensive financial planning—working closely with several senior advisors in the office. Individuals who thrive in this role will be able to: Exhibit extraordinary ambition and commitment to grow into a highly-trained financial advisor Oversee necessary processes for client financial plans to be implemented in a timely manner Service, manage and resolve client issues