Financial Advisor - Investment Advisor

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  • Financial Advisor - Investment Advisor

    Company:
    Transamerica Financial Advisors, Inc

    Location:
    Temecula
    CA
    US

    Category:
    Finance, Insurance

    Degrees Required:
    Not Specified

    Employment Type:
    Full-Time/Part-Time

    Manages Others:
    No

    Requirements:

    Qualified candidates should possess several of the following:

    - Financial service experience

    - Sales experience

    - Training experience

    - Self motivational skills

    - Ability to be a team player

    - Series 6, 63, 65 or 7 licenses

    - Life Insurance license

     

    COMPANY OVERVIEW

    Transamerica Financial Advisors Inc., and Transamerica Financial Group Division is a broker-dealer and registered investment advisor. Through its strategic relationships, all TFG representatives are supported by a solid business platform for expanding their operations and helping clients reach their financial goals.

    *To become a registered representative of Transamerica Financial Advisors Inc., Transamerica Financial Group Division, you must first become an associate with World Financial Group, Inc.

    Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA.

    World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services.  Insurance products offered through World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Wyoming, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc.  WFG and WFGIA are affiliated companies.  Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517.  Phone: 770.453.9300.  WorldFinancialGroup.com.

     

     TFG004628-10/16

     

     


    Requirements:

    We are seeking self-motivated professionals to join our asset gathering team. Our focus is on personal and corporate retirement plans, with a goal of $2 Billion of assets under management. What sets us apart from others is our ability to offer active money management to the masses, not just high net worth investors. Also, you have the option to build your own team.

    Full-time and part-time opportunities are available.

    Part-time is ideal for those new to the industry.

    Wide array of products are available:

    - IRA, 401(k), 403(b) and retirement plan rollovers

    - Variable and Indexed Annuities

    - 529 Plans

    - Mutual Funds

    - Life Insurance*

    *Offered though World Financial Insurance Agency, Inc.



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