Financial Services Professional

2 days ago

Noblesville IN USA, United States PCMG, Inc Full time

About PCMG, Inc.

PCMG, Inc. is a vertically integrated financial services firm dedicated to providing elite services with client value and flexibility in mind. Our mission is to empower individuals, small businesses, and non-profit organizations to achieve their financial goals through wealth management, mortgage lending, and insurance risk mitigation.

About the Role

We are seeking a qualified and motivated candidate to join our Financial & Mortgage Services Advisor Training Program. The successful candidate will have a positive attitude, be able to adapt to a fast-paced environment, and possess a strong interest in financial markets and entrepreneurship.

The program is designed to prepare the candidate for a successful career as a financial advisor, providing practical opportunities to achieve progressive mastery of success principles. The candidate will begin the program acting as the primary support to a successful financial advisor with both investment and mortgage clients. As they gain knowledge and study to obtain the necessary licenses, they will have access to the experience and support of the lead financial advisor and an experienced staff specializing in other areas of financial service.

Key Responsibilities

  • Assist in learning about all products and services offered by PCMG
  • Support business development and client retention throughout our 3 divisions
  • Study for Series 7, 66, and life insurance licensing exams
  • Study for Mortgage Loan Officer exam
  • Prepare, process, and track status on financial advisory and mortgage transactions
  • Resolve any transaction issues that occur by coordinating with clients, internal staff, and financial institutions
  • Assist in answering phone calls, responding to client correspondence, and ensuring total client satisfaction through regular communication with clients
  • Initiate and maintain conversations with existing clients to update information and accounts
  • Create and edit financial plans utilizing eMoney Advisor wealth management and financial planning software

Benefits

  • Competitive salary with performance-based commission and bonus opportunities
  • Support for obtaining investment and mortgage licenses
  • 401(k) retirement plan matching after 1 year of service
  • Paid time off

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