Wealth Management Consultant
1 week ago
We are Pattern Financial Group, a member of the Guardian-Park Avenue Securities network, offering comprehensive financial planning built on an integrative approach of insurance and wealth management products.
Salary and Benefits:
We offer competitive compensation packages that include unlimited earnings potential, along with comprehensive benefits such as 401(k), pension, medical, dental, vision, life, and disability insurance. Our representatives also enjoy a generous signing bonus/training allowance upon eligibility. With our hybrid work setup, you'll have the flexibility to balance work and personal life effectively. Estimated salary: $90,000 - $140,000 per year.
Role Description:
Our ideal candidate will provide expert financial advice and guidance to our clients, helping them achieve financial stability and growth through our customized financial plans. This role requires excellent communication and interpersonal skills, with a strong ability to build long-lasting relationships with clients.
Skills and Qualifications:
- Licenses: Life and Health Insurance Licenses
- Certifications: Securities Industry Exam (SIE), Series 7 and Series 66
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