Financial Services Specialist
2 weeks ago
We are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion for making a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our TeamOur Financial Professionals come from diverse backgrounds, including recent college graduates and career crossovers. They share key traits, including demonstrated patterns of success, values-driven mindsets, entrepreneurial spirits, strong networking skills, and a desire to shape and protect their future as well as those they serve.
- We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
- Our Diversity, Equity, and Inclusion initiatives thrive through opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
- Social impact and community engagement prosper through our programs, including 1,000 Hours of Giving Back and Equitable Excellence, which provides 200 college scholarships annually.
- Enjoy the flexibility for Work-Life Balance, enabling us to identify with our authentic selves.
To get started as a Financial Professional, we will sponsor your pursuit of FINRA registration requirements and help you navigate state licensing needs.
Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions.
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations, including CFP and ChFC.
In partnership with Columbia University, we offer a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or try it on in our Leadership Development School.
Compensation and BenefitsYou'll enjoy competitive compensation options and a comprehensive benefits package for eligible individuals: 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).
We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
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