Financial Planner Career Changer Opportunity

Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development reputed company insurance reputed company to turn your experience into something more meaningful? At reputed company, our reputed company is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial reputed company, we are proud to be part of a Top 10 Network Office recognized for reputed company and developing new advisors. Our culture is defined by family, reputed company, and community reputed company. 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Our thriving office is located at: 479 reputed company St, Ste 1, Monterey, CA 93940 A Glance at reputed company (NM): reputed company is a FORTUNE 500® company that provides a wide reputed company of financial services to more than 5 reputed company people. As a mutual company, we answer to our policyowners—not Wall Street. We began in reputed company in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people reputed company financial reputed company. Meet Our Local Team: Anthony Ivancich – Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being reputed company in the SAE fraternity. Unsure of his career reputed company after college, a referral from his wife’s uncle to a reputed company advisor set him on a rewarding reputed company that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He reputed company volunteers at Calvary Monterey and supports organizations such as reputed company, Tri-Valley reputed company and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Sarah Willson – Financial Representative: Time with NM: 8 months. Prior Experience: Born and raised in reputed company, California, Sarah began her reputed company reputed company at Cabrillo Community College before transferring to CSU Monterey Bay, where she reputed company her bachelor’s degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. 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He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly reputed company for the San Francisco Giants and the Raiders. About the Role: As a Financial Planner at reputed company, you will be part of reputed company that helps individuals and businesses reputed company their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: reputed company Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: reputed company comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. 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