About this role
Financial Planner with Athletic Background at Beer Financial Group. Location: Oxnard or Woodland Hills or Palm Desert. Role: engaging clients, designing strategies, reviewing plans Requirements: Bachelor's in finance/business preferred; prior insurance or financial services experience beneficial but not required. Must obtain state insurance licenses (training provided). Strong interpersonal, communication, and analytical skills; competitive team orientation. Category: Sales Seniority: Entry Level Certifications: state insurance Commitment: Full Time Workplace: Hybrid Languages: English