Financial Planning Specialist
2 weeks ago
We are seeking a motivated and driven individual to join our team as a Wealth Management Advisor. As a key member of our team, you will have the opportunity to make a meaningful impact on the lives of our clients by helping them achieve their financial goals.
Key Responsibilities:
- Develop and implement financial plans to help clients achieve their goals
- Provide personalized mentoring and coaching to ensure client success
- Partner with industry experts to stay up-to-date on the latest financial planning trends and best practices
- Assist clients with licensure materials and provide ongoing support
What We Offer:
- Guaranteed compensation + variable commissions ($70-100K avg. first year compensation)
- Opportunities for career advancement and professional growth
- Comprehensive benefits package, including medical, dental, and vision insurance, 401(k) retirement, and company pension
- Leadership advancement opportunities and volunteering & community engagement
Requirements:
- Bachelor of Arts or Science degree from a four-year college or university
- Strong interpersonal skills, grit, motivation, and self-starter mentality
- Ability to commute to the office and client meetings outside of the city
We Value Diversity and Inclusion:
We welcome candidates from diverse backgrounds and industries, including financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
Join Our Team:
We are committed to providing a supportive and inclusive work environment that fosters growth and development. If you are a motivated and driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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