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Experienced Financial Advisor Representative
Experienced Financial Advisor RepresentativeFalcon PG • Escondido, CA, United States
Experienced Financial Advisor Representative

Experienced Financial Advisor Representative

Falcon PG • Escondido, CA, United States
1 day ago
Job type
  • Full-time
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. 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. Compensation : $250,000 at plan earnings

Compensation : $250,000 per year

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Financial Advisor • Escondido, CA, United States

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