Junior Advisor - Modesto, CA

Advisor Talent Solutions•Modesto, CA

3d•$75,000 - $250,000•Onsite

About The Position

NIM Retirement Group is a retirement-focused financial planning firm based in Modesto, California. The firm provides personalized financial guidance centered on long-term relationships, exceptional service, and client-first advice. The Junior Advisor works with existing clients and company-generated prospects from seminars and referrals, alongside a Lead Advisor. The role includes client service, paraplanning, and supporting individual and team goals while developing across tax, medical, income, investment, and legacy retirement planning. The firm describes an intended development path toward Lead Advisor of approximately one to two years, depending on readiness and performance. The position is in-office Monday through Friday, 8:30 a.m. to 5:30 p.m., with some evenings and weekends required each month for client visits, conferences, and training. Travel to the San Jose home office is required for initial and ongoing training. Projected total earnings are $75,000–$100,000 in year one, $120,000–$150,000 in year two, and $180,000–$250,000 in year three; actual compensation depends on experience, performance, and the applicable compensation plan. Full medical benefits are available after probation.

Requirements

At least 1 year of financial services experience.
Strong mathematical, analytical, organizational, prioritization, and written and verbal communication skills.
Proficiency in Microsoft Office and confidence working across platforms and operating systems, including Microsoft Office Suite.
Resourcefulness, persistence, an achievement-driven and proactive approach, and willingness to take ownership.
Warmth, empathy, patience, attentiveness, and interest in helping families and building lasting personal relationships.
Positive attitude, quick-learning ability, and an entrepreneurial mindset.
Willingness and ability to travel to the San Jose home office for initial and ongoing training.
Ability to provide attentive, personalized service and guidance and build strong, trust-based client relationships.
Self-starter who takes initiative and works well independently.
Strong integrity and commitment to ethical conduct, especially when handling confidential client information and financial matters.

Nice To Haves

Series 65 license.
Life & Health licenses.
CRM experience.
Fluency in Spanish.

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, building trust and following through on opportunities.
Participate in public seminars, company events, and client education, communicating effectively.
Complete required training, maintain organized client records, and develop toward a Lead Advisor role.