Wealth Management Consultant
2 months ago
What Our Representatives Say
- “Work for a company that cares beyond the bottom line. Hybrid Work Environment. Ability to take your career with you across the country. Unlimited Income potential. Independence to be in charge of your own calendar and clientele. Have an impact on your clients through the work you do and on your community through giving back programs. Feel intellectually stimulated and learn new things every day."
- “One of the pillars for management / owners is "servant leadership." The CEO and his management team do a fantastic job of not just preaching this but living it. [I] can honestly say that I want to grow old and retire with WSG. Every employee in the work field deserves to have an experience of working for / with a company that truly values and supports their staff / agents. That is something you will find, without a doubt, at WSG"
- “The culture and management are the best in the industry. People who really care about helping not only the community but caring for the staff and advisors that work with them. A breath of fresh air in an industry that has not been know for this type of compassion and inclusivity. A+"
Compensation: Competitive compensation with unlimited earning potential, residual income, and a nonrecourse draw.
Location: Seeking professionals near our Salt Lake City, UT, Greenwood Village/Denver, CO or Fort Collins, CO office locations. Must attend in-office meetings as requested and be willing to travel locally for appointments.
Job Type: Full-time statutory W-2 position
Our Great Benefits Include:
- Pension (after 5 years of service)
- Health, dental, and vision insurance (~50-60% employer coverage)
- 401(k) with 3% match (Roth options)
- Flexible schedules / great work-life balance
- Unlimited vacation
- Supplemental and life insurance
- Hands-on comprehensive training and development - locally, virtually, and nationally
- Leadership and career development opportunities
- Tuition reimbursement and continuing education opportunities
- Administrative team support
- Marketing tools and resources
- Fun culture and family-oriented environment
Financial Representative / Wealth Advisor Summary:
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Wealth Strategies is a member of The Guardian Network® is looking for individuals like you to join our team as a Financial Representative
As a Financial Representative, you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management, and customized strategies for consumers and businesses.
Financial Representative / Wealth Advisor Responsibilities:
- Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services, including holistic solutions in both wealth accumulation and risk mitigation.
- Develop a customized roadmap for clientele that considers various strategies for both individual and business/enterprise clientele. Individual offerings may include financial planning (individual/family, retirement, estate, etc.), investment products (bonds, stock, brokerage accounts, etc.), life insurance, and/or disability products. Business/enterprise offerings may include worksite insurance, group health plans, retirement planning, and business owner disability products.
- Build and maintain a base of clients who value your input and guidance.
- Consistently connect with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
Financial Representative / Wealth Advisor Requirements:
- Open to career changers that exemplify our mission and core values (we can train on the rest).
- Completed 4-year college degree (Bachelor’s Degree).
- State Life and Health License (or willingness to take and pass testing upon employment).
- Series 7 and 66 Licenses (or willingness to take and pass testing upon employment).
- Prior experience in wealth or financial planning, advising, or life and/or annuity sales is a plus.
- Strong ability to identify and engage with high-quality prospects with investable assets.
- Ambitious, entrepreneurial, and looking for career growth and development.
- A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity, and a passion for succeeding.
- Must be a US citizen or permanent resident.
- Must be able to pass a background check.
Why Join Wealth Strategies:
YOUR CAREER DOESN'T HAVE TO BE UNFULFILLING.
Wealth Strategies professionals are guided in developing strategies to shelter people from the unexpected. As so many have tragically learned, the most expensive strategy is the one they didn't have in place. People in the world need people just like you who are willing step forward and champion them through building their own strategy — centered on the ideal of protecting everyone and everything that is important to them.
Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations in Colorado and Utah, our firm has access to a variety of companies and specialists who provide clients with innovative strategies for reaching their financial goals.
Our Mission: Helping people build, protect, and grow financial strategies that lead to "Wealth Beyond Money".
Our Core Values: Do the Right Thing, Elevate Community, Embrace Teamwork, Drive Improvement, and Solve the Problem
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.We have other current jobs related to this field that you can find below
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