Financial Advisor

Overview

Herbert Financial has been serving business financial needs for the past 19 years. Our elite team specializes in financial solutions for business owners, corporate clients, business tax strategy, real estate strategy, business overhead insurance, employee benefits, 401K, and business investment. Our main goal is to generate consistent growth and asset protection for our clients. We value transparency, loyalty, and make decisions with integrity and a deep understanding of the needs of our clients. Our network enables us to gain favored access to insurance carriers and financial institutions, enhancing our ability to meet the complex planning requirements of our clients.

Role Description

This is a full-time on-site role for a Financial Advisor, located in Monrovia, CA. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to our clients. Daily tasks will include evaluating clients\' financial needs, preparing and presenting personalized financial plans, and offering guidance on investments. Additionally, the Financial Advisor will ensure clients\' wealth is managed responsibly, providing consistent growth and asset protection.

Responsibilities

• Provide financial planning, retirement planning, investment advice, and financial advisory services to clients.
• Evaluate clients\' financial needs, prepare and present personalized financial plans, and offer guidance on investments.
• Ensure clients\' wealth is managed responsibly, providing consistent growth and asset protection.

Qualifications

Details

J-18808-Ljbffr