Wealth Management Advisor

2 months ago


Marlton, United States pontemla.com Full time

**Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.**

**The Role of a Financial Advisor**:

- Build your own Financial Planning Practice
- Client Acquisition & Marketing
- Client Financial Analytics & Case Development
- Financial Plan Design
- Sophisticated Asset Management and Protection Product Implementation
- On Going Service
- Motivated to work in a client facing role
- Desire to help people, including individuals, families, and businesses
- Team oriented, and comfortable with preparing and delivering presentations
- Competitive, with an entrepreneurial spirit and a vision to build and grow your own business
- High standards of integrity, competency, work ethic, and professionalism
- Experience with marketing, sales, or finance a plus

There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Tuition reimbursement
- Vision insurance

Pay: $70,000.00 - $200,000.00 per year

**Benefits**:

- 401(k)
- Health insurance
- Life insurance

Compensation package:

- Commission pay

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

**Education**:

- Bachelor's (preferred)

Ability to Relocate:

- Marlton, NJ: Relocate before starting work (required)

Work Location: In person



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