Personal Finance Consultant
5 days ago
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.
We provide development and training opportunities, assistance in obtaining insurance licenses, tools and resources to market and grow your practice, mentorship and joint-work opportunities, and a competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
Key Traits: 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 passion for succeeding.
Responsibilities:
- Work with clients to understand their goals, concerns, and current financial information.
- Analyze information to create a personalized plan with appropriate strategies, products, and services.
- Develop and maintain a base of clients who value your input and guidance.
Estimated Salary: $60,000 - $100,000 per year, depending on experience.
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