Financial Planner – Athletic Background

De Beer Group

Financial Planner providing personalized financial guidance and designing tailored strategies for clients. Engaging with clients to achieve financial protection and planning goals while cultivating a robust client network.

Posted 7/2/2026full-timeWoodland Hills • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Engage with clients to understand their comprehensive financial needs
Provide personalized guidance to help achieve financial protection and planning goals
Design and implement tailored strategies that safeguard clients' assets
Regularly review and update clients' financial plans and insurance policies
Cultivate a robust network of clients through referrals and community involvement

Requirements

What you’ll need

Bachelor's degree in finance, business, or a related discipline
Excellent interpersonal and communication abilities
Strong analytical skills
Capability to build lasting client relationships
Obtain state insurance licenses (training provided)

Benefits

Comp & perks

Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisAsset Protection StrategiesInsurance Policy ReviewFinancial Needs AssessmentStrategic Planning

Soft Skills

Interpersonal SkillsCommunication SkillsRelationship BuildingNetworking

Certifications

State Insurance License