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Financial Services Professional
2 months ago
We strive to deliver exceptional customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Our CultureWe value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
Our BenefitsWe offer a comprehensive benefits package for eligible individuals, including health and dental coverage options, vision care coverage, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our Training and SupportWe provide entry-level training curriculum designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.
Our Management OpportunitiesWe offer management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Our Financial Professionals come from a variety of backgrounds, yet they all share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and a desire to shape and protect their future as well as those they serve.
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