Client Advisor, Athletic Background

Salinas Packaging Group

. Educate clients on financial planning and insurance options .

Posted 11/3/2026full-timeManhattan Beach • California • United StatesMid-LevelSenior💰 $89,000 - $106,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client portfolio management while fostering strong client relationships through effective communication and customer service. Committed to achieving performance-based results and pursuing leadership opportunities within a collaborative team environment.

Highest-signal resume keywords

Financial PlanningClient Portfolio ManagementStrong Communication SkillsCustomer ServiceBachelor's Degree

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Interpersonal SkillsGoal-OrientedService-FocusedIntegrityProfessionalism

Certifications & Qualifications

Financial Licenses

Industry Keywords

Business DevelopmentClient RelationshipsPerformance-Based ResultsTeam-OrientedGrowth-Minded

About the role

Key responsibilities & impact

Educate clients on financial planning and insurance options
Provide excellent customer service and build lasting relationships
Collaborate with a local supportive team
Manage client portfolios and help clients achieve financial objectives
Participate in the business development process
Work toward performance-based results and growth
Pursue leadership opportunities within the organization

Requirements

What you’ll need

Strong communication and interpersonal skills
Goal-oriented with a desire to succeed
Willingness to obtain needed licenses; support provided by NM
Take ownership and responsibility
Team-oriented, driven, and growth-minded
Service-focused with integrity and professionalism
Bachelor's Degree (preferred)

Benefits

Comp & perks

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Performance-based compensation with uncapped earning potential
Life insurance
Ongoing professional development
Local culture of support and positive recognition
Flexible work from home options available
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Collaboration with highly productive peers