Licensed Financial Services Agent

Job Location: CTG-Legacy Financial, Pasadena, CA 91107 (Hybrid remote)


Job Salary: $2,500 – $5,000 a month

Position Overview:

As a Licensed Professional Financial Services Agent at CTG-Legacy Financial, you will have a crucial role in providing expert financial advice and solutions to our clients. Your primary responsibilities will include evaluating clients’ financial situations, understanding their goals, and recommending appropriate financial products and services.


Key Responsibilities:

  1. Financial Consultation: Meet with clients to assess their financial needs, goals, and risk tolerance.
  2. Financial Planning: Develop comprehensive financial plans that address clients’ short-term and long-term objectives. This may include retirement planning, investment strategies, estate planning, and insurance needs.
  3. Product Knowledge: Stay up-to-date on a wide range of financial products and services, including mutual funds, insurance, stocks, bonds, and more.
  4. Client Education: Educate clients on various financial options, explaining the benefits and risks associated with each.
  5. Recommendations: Provide tailored recommendations based on clients’ financial profiles and objectives.
  6. Client Relationship Management: Build and maintain strong, long-term client relationships through regular communication and periodic reviews of financial plans.
  7. Compliance: Ensure compliance with all industry regulations and company policies.


  • Must be 18+.
  • Must be willing to go through a background check.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.


  • Flexible Hours.
  • Comprehensive training and professional development opportunities.
  • Access to a wide range of financial products and resources.
  • Opportunities for career advancement within the company.
  • A supportive and collaborative work environment.

Pay: Commission

Expected hours: 15 – 20 per week

Experience level: No experience needed

Physical setting: Office

Willingness to travel: 25% (Preferred)

Work Location: Hybrid remote in Pasadena, CA 91107

Banking jobs: Licensed Financial Services Agent
Full time: Full Time
USA: CTG-Legacy Financial Pasadena
Salary: $2500-$5000 p/month
Work location: Hybrid In-person

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