Wealth Management Advisor

2 months ago


Worcester, United States PONTEMLA.com Full time

**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

Pay: $7000.00 - $70,000.00 per year

**Benefits**:

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

Pay: $70,000.00 per year

**Benefits**:

- 401(k)
- Health insurance

Compensation package:

- Bonus opportunities

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

**Education**:

- Bachelor's (required)

**Experience**:

- Financial concepts: 1 year (preferred)

Work Location: In person


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