Client Advisor – Athletic Background

Salinas Packaging Group

Financial Advisor at Salinas Financial Group, combining a passion for teamwork and competition in financial services. Advising clients on financial planning and insurance options in a supportive team environment.

Posted 7/21/2026full-timeManhattan Beach • California • 🇺🇸 United StatesMid-LevelSenior💰 $89,000 - $106,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and insurance education while providing exceptional customer service and fostering strong client relationships. Possesses strong communication and interpersonal skills, with a goal-oriented mindset and a commitment to obtaining necessary licenses.

Highest-signal resume keywords

Financial PlanningInsurance EducationCustomer ServiceCommunication SkillsInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Goal-OrientedRelationship Building

Certifications & Qualifications

Willingness to Obtain Licenses

Industry Keywords

Financial PlanningInsurance Options

About the role

Key responsibilities & impact

Educate clients on financial planning and insurance options.
Provide excellent customer service and build lasting relationships.
Collaborate with a local supportive team.

Requirements

What you’ll need

Bachelor's Degree (preferred)
Strong communication and interpersonal skills
Goal-oriented with a desire to succeed
Willingness to obtain needed licenses, support provided by NM

Benefits

Comp & perks

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