Herbert Financial Group

Financial Advisor

MONROVIA, CAPosted 30+ days ago

Job summary

  • Job post source

    This job is directly from Herbert Financial Group

  • Job overview

    The Financial Advisor role at Herbert Financial Group focuses on providing financial planning and advisory services to business owners and corporate clients, contributing to their growth and asset protection.

  • Responsibilities and impact

    Daily responsibilities include financial planning, retirement planning, investments, and delivering advisory services tailored to the needs of clients.

  • Experience and skills

    Candidates should have skills in financial planning, retirement planning, investments, and possess strong analytical and communication abilities, along with a bachelor's degree in a related field; relevant certifications are preferred.

  • Company information

    Herbert Financial Group has been in operation for 19 years, specializing in business tax strategy and real estate strategy, and aims to empower clients with knowledge for asset growth and protection.

  • Job location and travel

    The position is full-time and located on-site in Monrovia, CA.

Company overview

Herbert Financial Group is a financial services firm specializing in wealth management, retirement planning, and investment advisory services. The company generates revenue through personalized financial planning, asset management fees, and advisory services tailored to individual and corporate clients. Established with a focus on long-term financial security, it emphasizes client-centric strategies and transparency. Candidates should note its reputation for fostering strong client relationships and its commitment to leveraging innovative financial tools to deliver customized solutions. Understanding their emphasis on trust and expertise is key for prospective applicants.

How to land this job

  • Tailor your resume to highlight your expertise in financial planning, retirement planning, and investment strategies, showcasing your ability to provide comprehensive advisory services.

  • Emphasize your strong analytical and communication skills, as well as your attention to detail, which are essential for success in this fast-paced role.

  • Apply through multiple channels, including Herbert Financial Group's corporate site and LinkedIn, to maximize your visibility and chances of landing the position.

  • Connect with current employees in the advisory division at Herbert Financial Group on LinkedIn to gather insights about the role and the company culture.

  • Potential ice breakers could include discussing your shared interest in financial strategies or asking about their experiences working with business clients.

  • Optimize your resume for ATS by incorporating keywords from the job description like 'financial planning,' 'retirement planning,' and 'financial advisory' to improve your chances of passing initial screenings.

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