Junior Advisor - Modesto, CA

Advisor Talent Solutions•Modesto, CA

2d•Onsite

About The Position

NIM Retirement Group is a retirement-focused financial planning firm based in Modesto, California, providing personalized financial guidance focused on long-term relationships, exceptional service, and client-first advice. The firm is seeking an analytical, relationship-oriented Junior Advisor to work with existing clients and company-generated prospects from seminars and referrals. The role includes hands-on mentorship and development across five retirement planning areas: tax, medical, income, investment, and legacy planning. The intended development path toward Lead Advisor is approximately one to two years, depending on readiness and performance. The Junior Advisor will work alongside the Lead Advisor to service clients, conduct paraplanning, support individual and team goals, and help prepare, present, and implement customized financial and retirement plans. The position also involves supporting clients with annuities, life insurance, long-term care solutions, and managed portfolios within applicable licensing and supervision requirements. The schedule is in office Monday through Friday, 8:30 a.m. to 5:30 p.m., with some evening and weekend work each month for client visits, conferences, and training. Travel to the San Jose home office is required for initial and ongoing training.

Requirements

At least 1 year of financial services experience.
Strong mathematical, analytical, organizational, prioritization, written communication, and verbal communication skills.
Proficiency in Microsoft Office and strong confidence working across platforms and operating systems, including Microsoft Office Suite.
Skilled at building trust-based client relationships through attentive, personalized service and guidance.
A self-starter who takes initiative and works well independently.
Strong integrity and commitment to ethical conduct, particularly when handling confidential client information and financial matters.
Willing and able to travel to the San Jose home office for initial and ongoing training.

Nice To Haves

Series 65 license.
Life & Health licenses.
CRM experience.
Fluency in Spanish.
Precise, resourceful, persistent, achievement-driven, proactive, and takes ownership.
Warm, empathetic, patient, and attentive, with an interest in helping families and building lasting personal relationships.
Positive attitude, quick learner, and entrepreneurial mindset.

Responsibilities

Work alongside the Lead Advisor to service clients, conduct paraplanning, and support individual and team goals.
Analyze, prepare, present, and help implement customized financial and retirement plans across tax, medical, income, investment, and legacy planning.
Assist clients with annuities, life insurance, long-term care solutions, and managed portfolios within applicable licensing and supervision requirements.
Make proactive outbound calls, schedule appointments, manage follow-ups, and develop, retain, and grow long-term client relationships.
Meet one-on-one with prospects from seminars and referrals and with existing clients; build trust and follow through on opportunities.
Participate in public seminars, company events, and client education, and communicate effectively.
Complete required training, maintain organized client records, and develop toward a Lead Advisor role.