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Personal Financial Planner

Personal Financial Planner

PHP Financial ServicesCorona, CA, US
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Job Description

Job Description

Are you looking for more than just another job? Do you want a career that gives you the flexibility, freedom, and financial rewards you deserve? PHP Agency is offering you the chance to make a real difference in people’s lives while building the life you’ve always dreamed of.

We’re on the hunt for Financial Services Sales Representatives who are self-motivated, results-driven, and passionate about helping others. If you’re ready to be in control of your career and income, this is your opportunity to thrive. This isn't just another sales job—it's a path to professional and personal growth in the fast-paced financial services industry.

As a Financial Services Sales Representative at PHP, you’ll become a trusted advisor , helping individuals and families make smart financial decisions by offering life insurance and investment strategies tailored to their needs. Imagine the satisfaction of knowing you’ve played a crucial role in securing someone’s financial future, all while growing your own income and career .

What sets PHP apart? Whether you’re a seasoned pro in financial services or just starting out, PHP Agency offers you a winning formula for success :

  • World-class mentorship to guide you every step of the way.
  • Ongoing professional development and training , so you’ll always be ahead of the curve.
  • Access to state-of-the-art resources and a supportive team to help you build your skills and your business.

This role offers upside earning potential . Our competitive commission structure and performance-based bonuses mean your income has no limits —the harder you work, the more you earn. Plus, you’ll enjoy flexibility like never before : work at your own pace, set your own hours, and create the balance that works for you.

Ready to take control of your future? If you’re looking for freedom, flexibility , and the chance to make a difference —all while building an exceptional career —then PHP Agency is the perfect fit for you.

Apply now to start your journey with PHP Agency and unlock your potential today!

Compensation :

85,000 - $175,000 yearly

Responsibilities :

  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
  • Qualifications :

  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • About Company

    Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success; therefore, we foster connections that go beyond transactions, empowering our team to grow not only as professionals but as leaders in every aspect of their lives. Together, we create a supportive community that values high standards and encourages personal and professional development, ensuring that every member thrives on their journey.

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    Financial Planner • Corona, CA, US

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