Entry Level Financial Specialist

De Beer Group

Financial Specialist providing tailored financial solutions for clients to achieve their financial goals. Engaging with clients to develop long-term relationships and comprehensive financial plans.

Posted 7/2/2026full-timeWoodland Hills • California • 🇺🇸 United StatesEntry Level💰 $60,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

What you’ll need

A bachelor's degree is preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills.
Analytical thinking.
Ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

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 PlanningInvestment StrategiesInsurance KnowledgeRetirement PlanningAnalytical Thinking

Soft Skills

Interpersonal SkillsCommunication SkillsTrust BuildingRapport Building

Certifications

Series 6 LicenseSeries 63 LicenseState Insurance Licenses