SGC is boutique wealth management firm located in San Mateo, CA. Currently, we are seeking an individual to join our financial services team. Our clients seek advice to assist them in the pursuit of their hopes and dreams in a constantly changing financial marketplace. We are looking for individuals interested in a life-long learning career and those who want to make an impact on people's lives. We help our clients answer important life questions such as:
“When will I be able to buy a house?”
“Will I be able to pay for my child’s education?”
“When will I be able to retire?”
Through fee based financial planning, we are able to lay out a path for our clients to follow that will allow them to achieve these goals. As a boutique wealth management firm, we are able to custom tailor plans to meet the varying needs of every client.
When you join our firm, you are given all of the necessary tools to help you become successful and grow your practice to the best of your ability!
You will create a business plan and identify your target markets.
You will be paired with a sales manager who will help guide and mentor you
during the beginning stages.
You will receive comprehensive hands on training from our President and CEO.
You will receive paid training while accomplishing licensing requirements such as FINRA 7, 66, as well as the Life, Accident, & Health exams.
You will have access to a technology team support staff.
Optional Health, Dental, Vision, 401k benefits with early on stipends.
If you found yourself reading to the end, apply today it could be the start of a new life and successful career for you!!
We want to hear from you if:
you are passionate about helping people and making an impact
you want to be a part of a top-performing team who will help you along the way
you want to take control of your income and want flexibility in your career
SGC is boutique wealth management firm located in San Mateo, CA. Founded in 1945, the firm has a track record of success and a culture of inclusion. Several resources are used to hire and retain the upmost professional and educated advisors out there. SGC strongly encourages continued education, designations and continues to be a frontrunner for technological advances for the industry.