Financial Services Professional

Why Join Bondar & Associates

This isn’t a back-office role where you’re buried in spreadsheets with no visibility. You’ll work directly alongside experienced advisors, gain exposure to real client situations, and play a meaningful role in shaping financial strategies for high-net-worth individuals and business owners.

We’re intentional about growth - both for the firm and for the people in it. That means:

• Real career trajectory… not a static support role, but an opportunity to expand into more advanced planning, client-facing work, or advisory responsibilities over time
• Hands-on experience… you’ll be involved in the full planning process, not just one piece of it
• Direct mentorship… work closely with senior advisors and gain insight you won’t get in larger, more segmented organizations
• Impact and visibility… your work directly contributes to client outcomes and firm growth
• A growing practice… join at a stage where your contributions actually matter (and are noticed)

If you’re looking for a role where you can build real expertise, take on increasing responsibility, and be part of a team that values both precision and initiative, you’ll find that here.

Financial Services Professional

Bondar & Associates Financial & Insurance Services

About Us

Bondar & Associates is a growing financial and insurance practice focused on helping successful individuals, families, and business owners make smart, strategic decisions about their financial future. We pride ourselves on delivering thoughtful, customized planning, not one-size-fits-all solutions.

We’re a small, high-performing team in an active growth phase, which means the right person won’t just “fill a role” - they’ll help shape where we’re going.

The Opportunity

We’re looking for a highly organized, analytically minded professional to join us as a Financial Services Professional. This role is ideal for someone who enjoys both the technical side of financial planning and working directly with clients.

If you enjoy turning complex financial data into clear, actionable strategies and guiding clients toward sound financial decisions, this role will feel like home

What You’ll Do

You’ll play a central role in supporting client relationships and developing financial strategies:

• Prepare and develop financial plans, including data gathering, organization, and analysis
• Utilize financial planning software to input and evaluate client information
• Create client-ready materials for meetings, including:
• Goal and objective summaries
• Cash flow and balance sheet analyses
• Identification of financial gaps and opportunities
• Assist in developing recommendations related to:
• Risk management (life and disability insurance)
• Liquidity and income protection planning
• Broader financial planning strategies
• Support advisors in preparing reports, proposals, and presentation materials
• Communicate with clients to gather information and clarify financial objectives
• Facilitate client meetings and planning sessions
• Maintain and update client financial plans and profiles over time

What We’re Looking For

This role requires someone who is detail-oriented, proactive, and comfortable working with both numbers and people.

Core Skills & Traits:

• Strong organizational and process management skills
• Analytical mindset with the ability to interpret financial data
• Clear and professional communication (written and verbal)
• Comfortable interacting with high-net-worth individuals and professionals
• Ability to take direction while also thinking independently
• Strong client-service orientation with good judgment and follow-through

Qualifications

• (Preferred) Bachelor’s degree in Finance, Accounting, Economics, Math, or a related field
• 1+ year of experience in financial planning, investments, or insurance concepts
• Familiarity with financial products (mutual funds, annuities, insurance)
• California Insurance Producer License (or willingness to obtain upon hire)
• FINRA licenses (Series 7, 63, 65, or 66) are a plus or willingness to pursue
• Experience in an investment advisory or financial services environment preferred

Work Environment

• Opportunity to transition into a hybrid schedule (in-office + remote flexibility)
• Collaborative, team-oriented environment with direct exposure to advisors and clients
• Clear opportunity for growth as the firm continues to expand

Job Type: Full-time

Pay: $50,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Retirement plan

People with a criminal record are encouraged to apply

Work Location: Hybrid remote in Sacramento, CA 95841