Job Description
你是否渴望在金融服务行业开创一番事业——而不仅仅是寻求一份朝九晚五的工作？
在FalconPG，我们正在构建一个独特的创业生态系统，致力于培养未来的行业领袖。这里不仅是一个职业起点，更是一个成长平台——我们提供专业的工具、灵活的机制和持续的指导，助力有志之士实现长期成功，创造深远影响。
我们摒弃传统金融行业的刻板模式，以创新策略、协作文化和强大的金融解决方案为核心，助你加速成长、高效服务客户，并打造真正属于你的事业版图。
Responsibilities:
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications:
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Valid FINRA Series 7 & 63/66 preferred but not required
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
对金融产品、财务规划或财富管理领域有基本认知;熟练使用Microsoft Office、Excel、CRM系统、财务规划软件、Google套件及其他资金管理工具者优先;持有FINRA Series 7及63/66证书者优先（非必需）;本科及以上学历，金融、工商管理或相关专业背景 ;出色的沟通与数据分析能力，具备客户关系维护经验。
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!
Job Tags