Financial Services Professional

5 days ago


Syosset, New York, United States Center for Wealth Preservation Full time
Unlock Your Potential with Center for Wealth Preservation

Are you ready to embark on a rewarding career in financial services? At Center for Wealth Preservation, we're a modern, technology-driven firm dedicated to our clients' success. Our unique approach sets us apart:

  • Support and Mentorship: We provide the support, mentorship, and leads to propel your career forward.
  • Fast-track Planning Associate Program: Become a sought-after Financial Services professional in a matter of months with our comprehensive training program.
  • Benefits and Incentives: Enjoy unlimited earning potential, flexible schedules, access to Fortune 100 benefits, world-class travel incentives, and more.
  • Expert Training: Benefit from modern training programs designed to empower you to make informed decisions for yourself and your clients.
  • Career Growth: Build your own financial planning practice or develop a team with expert support and guidance.
  • In-house Marketing Support: Personalize your brand and cultivate new business with our marketing resources.
Your Role

As a key member of our team, you'll:

  • Build and maintain a network of clientele who benefit from financial planning services.
  • Expand your professional network through appointments, social media, industry events, referrals, seminars, and effective marketing campaigns.
  • Sell various financial services products, including estate planning, wealth management, insurance, and more.
  • Collaborate with our in-house Planning team to deliver top-tier solutions and financial outcomes for clients.
  • Complete necessary licensing requirements to provide comprehensive support to clients.
Requirements

To succeed in this role, you'll need:

  • 1+ years of professional experience in Financial Services, Insurance, or related fields.
  • Comfortable handling objections and overcoming challenges during client interactions.
  • An entrepreneurial spirit with a passion for building a business.
  • Ability to manage relationships with high-net-worth clients and family offices.
  • Interest in team building and mentoring others.
  • Strong interpersonal skills and a goal-oriented mindset.

At Center for Wealth Preservation, we're committed to providing a supportive environment that allows you to thrive. If you're an experienced or aspiring financial services professional looking for a rewarding career, we invite you to explore this opportunity further.



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