Company Overview: Exceptional Mentorship at Bulman Wealth
With locations in Temecula and Roseville, California, Bulman Wealth is a leading financial planning and wealth management firm. We specialize in guiding clients through every phase of their financial journey, offering a comprehensive suite of services that includes income strategies, wealth management, annuities, investments, and insurance solutions. Our personalized approach ensures that each client receives customized advice and expert guidance tailored to their unique financial goals.
Position Overview: Financial Advisor (No Prospecting Required)
As a Financial Advisor at Bulman Wealth, you will play a key role in helping clients achieve their retirement and financial goals through a detailed and comprehensive planning process. This position is perfect for individuals who are passionate about financial planning and are eager to make a meaningful difference in the lives of clients without the need for prospecting.
Key Responsibilities:
- Conduct in-depth financial assessments using proprietary tools, covering areas such as income planning, investments, taxes, healthcare, and legacy planning.
- Develop and execute customized financial plans to help clients meet their retirement objectives.
- Leverage the firm’s robust marketing resources—including TV, radio, and digital campaigns—to connect with new clients.
- Collaborate closely with the team to continuously enhance service quality and improve client satisfaction.
Qualifications & Skills:
- Active Life and Health Insurance License.
- Active Series 65 or 66 License.
- Proven success in sales with strong communication skills.
- Experience in client-facing roles; prior financial planning experience is a plus.
- Commitment to continuous learning, adaptability, and professional growth within a collaborative team environment.
- Alignment with Bulman Wealth's mission to provide holistic financial planning for every client.
Salary: $75,000 - $200,000 base salary plus commissions.
Compensation Package:
- Bonus opportunities
- Commission-based pay
- Health insurance
- 401(k)
- Paid vacation
Additional Information: This is an on-site position and does not offer remote work.
Join Bulman Wealth, where your passion and expertise in financial planning can help clients achieve long-term financial security and success.
