Junior Financial Advisor Trainee Associate Program
Location: Riverside, California
Employment Type: Full-Time, In-Office
Program Length: Three Years
Remote Work: Not Available
Position Overview
Junior Financial Advisor
ASEGURE SU LEGADO LLC in Riverside, CA
Job details:
Hiring company
ASEGURE SU LEGADO LLC is seeking a motivated, bilingual professional to join our three-year Junior Financial Advisor Trainee Associate Program. This structured development opportunity is designed for an individual who wants to build a long-term career in financial services while receiving practical training, mentorship, and hands-on experience.
The selected candidate will develop a strong foundation in insurance planning, retirement planning, investment management, estate-planning concepts, and comprehensive financial planning. As the associate gains experience and completes applicable licensing requirements, they will take on increasing responsibility in client relationships and financial-plan development.
Three-Year Development Program
Year One – Foundations and Client Support
- Learn the fundamentals of financial and insurance planning
- Assist with client onboarding, documentation, and appointment preparation
- Review insurance policies and financial statements under supervision
- Participate in client meetings and educational seminars
- Learn industry regulations, compliance standards, and ethical practices
- Begin preparing for applicable securities licensing examinations
Year Two – Planning and Relationship Development
- Assist in preparing financial plans and client recommendations
- Develop knowledge of retirement accounts, investments, insurance, and risk management
- Conduct client follow-up meetings under the supervision of a licensed advisor
- Support bilingual financial-education presentations and community events
- Build professional communication, business-development, and relationship-management skills
Year Three – Advisor Development
- Manage assigned client relationships within applicable licensing and supervisory requirements
- Present planning strategies and recommendations with senior-advisor oversight
- Participate in business development and prospective-client meetings
- Develop a personal career and production plan
- Prepare to transition into a Financial Advisor role upon successful program completion
Primary Responsibilities
- Provide professional service to English- and Spanish-speaking clients
- Gather, organize, and review client financial information
- Assist with insurance, retirement, investment, and financial-planning analyses
- Maintain accurate and confidential client records
- Support client meetings, educational seminars, and follow-up activities
- Complete required training and professional-development assignments
- Follow all company, regulatory, and compliance requirements
- Collaborate with advisors, administrative staff, and outside professionals
- Help develop new client relationships through education and community outreach
Minimum Qualifications
- Fluent in English and Spanish
- Life Insurance License
- At least one year of experience in financial services, insurance, banking, investments, sales, or a related client-service field
- Strong interest in developing a long-term financial-advisory career
- Excellent communication, organization, and relationship-building skills
- Professional, dependable, ethical, and motivated
- Comfortable speaking with clients individually and in group settings
- Able to work full-time in our office
- Willing to complete additional licensing, training, and continuing-education requirements
- Proficient with computers, email, Microsoft Office, and client-management systems
- High school diploma or equivalent required
Preferred Qualifications
- Associate’s or bachelor’s degree in finance, business, economics, accounting, or a related field
- Previous experience with life insurance, retirement accounts, investments, or financial planning
- FINRA registration or progress toward securities licensing
- Experience working with bilingual or multicultural communities
- Sales, business-development, or public-speaking experience
FINRA registration is not required at the time of hire. Depending on performance, eligibility, and business needs, the firm may support the selected candidate in pursuing applicable securities licenses.
What We Offer
- A structured three-year professional-development program
- Direct mentorship from experienced financial professionals
- Hands-on experience with real client-planning situations
- Training in insurance, retirement, investments, and comprehensive financial planning
- Opportunities to participate in bilingual financial-education seminars
- Support toward professional licensing and career advancement
- A collaborative, mission-driven workplace
- A defined path toward becoming a Financial Advisor
- Competitive compensation with opportunities for growth based on experience, licensing, and performance
Work Requirements
This is a full-time, in-office position and is not eligible for remote work. The associate must be available during regular business hours and for occasional evening or Saturday client appointments, seminars, or community events.
Employment and advancement within the program are subject to satisfactory performance, compliance with company policies, successful background screening, and completion of applicable licensing requirements.
ASEGURE SU LEGADO LLC is an equal-opportunity employer. We value professionalism, integrity, education, and a genuine commitment to helping families make informed financial decisions.
ASEGURE SU LEGADO LLC is a full services financial advisory firm dedicated to helping individuals and families protect their assets and plan for their future. We specialize in financial planning, retirement planning, life insurance, and estate-planning education. Our bilingual team provides professional and personalized guidance to English- and Spanish-speaking communities in a welcoming office environment.
We are committed to integrity, education, excellent client service, and building long-term relationships. We are looking for motivated and dependable professionals who want to grow with our firm while making a meaningful difference in the lives of the families we serve.
