Current jobs related to Financial Planner - Bradenton - HH Financial Center

Tired of outdated industry tactics that are preventing your growth potential? Waiting for referrals from lawyers and CPAs and putting your future in their control?

At H&H Financial Center, we're revolutionizing the way financial planners work. We're seeking experienced financial planners who are ready to take their careers to the next level to join a dynamic team committed to innovation and growth. By bringing legal documents, tax, insurance and holistic planning all under one roof, now you can work side by side in a true collaborative relationship with lawyers and CPAs.

Imagine being able to work with your existing clients on tax, asset protection, and insurance, all while managing the entire process seamlessly. No more trying to get a lawyer and CPA on the same page. No more worrying that the CPA or Lawyer will open an RIA and compete against you. No more chasing cold leads or struggling to get meetings. With us, you'll enjoy regular lead flow and a steady stream of high-quality prospects, thanks to our targeted digital marketing efforts aimed at high-net-worth individuals, particularly in the medical field, as well as acquisitions of CPA offices with prequalified leads and clients.

As a financial - planner at H&H Financial Center, you'll have the opportunity to manage your existing book of business while continuing to grow it and build your personal brand. Whether you're a seasoned planner looking to reclaim your work-life balance or a planner with substantial AUM seeking to unlock your full potential, we want to hear from you.

We're committed to uplifting and supporting our planners every step of the way. From providing dedicated FPA support to offering a relationship manager to handle administrative tasks and client communications. We'll ensure you have the back-end support you need to focus on what you do best: meeting with clients and closing deals.

If you're ready to ditch the old-school tactics and embrace a new way of doing business, H&H Financial Center is the place for you. Join us and discover the difference that modern, forward-thinking strategies can make in your career. Apply now and let's redefine success together.

Summary: As a Strategic Personal and Business Planner, your primary responsibility is to acquire new clients and deliver a life-changing experience to them. Operating under our system and processes, you'll conduct discovery and consultation meetings, close deals, and collaborate with our team to deliver exceptional service.

Our System

Think of a doctor's office. Our goal is to provide all the tools and support, so you are only doing three things.

• Seeing new clients

• Closing new clients to work with you with trusts, tax planning or tax preparation, financial planning, and asset protection with entity structuring.

• Working with existing clients to de-stress their lives and deliver a one stop excellent experience.

Like a doctor who only meets with patients and does not worry about all of the administrative work, you will be empowered to provide a great experience. This will allow you to do what you are best at – improving clients' lives by a great relationship and one stop shop to de–stress their lives.

Qualifications:

• You must have the ability to work within our team of lawyers, CPAs, FPAs, and analysts in developing One Plan for the client

• Ability to clearly operate and communicate our financial planning program through EMoney and Orion Planning

• Passion for wanting to help client's success and de-stress their lives

• Desire to 2x to 10x your income by utilizing our system which strives for 75% efficiency of a productive and profitable day for you.

Compensation:

By removing all your restraints of your normal day being a financial planner and giving you the support, tools, and leads, your income is only limited by your passion and energy. Un-capped revenue share for you while we take care of the normal operational, technology and regulatory expenses.