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Financial Planning Associate

2 months ago

Remote, Oregon, United States Strong Capital Enterprises Full time
Job Overview

We are seeking a dedicated Financial Planning Associate to support our mission at Strong Capital Enterprises. This role is pivotal in assisting clients to navigate their financial journeys and achieve their financial aspirations.

Company Overview:
At Strong Capital Enterprises, we are committed to empowering individuals with the tools and knowledge necessary for financial stability and growth. As a premier financial services provider, we pride ourselves on delivering tailored financial planning solutions that cater to the unique needs of our clients. Our culture fosters innovation and inclusivity, ensuring that every team member can contribute their insights and grow professionally.

Key Responsibilities:

  • Client Interaction: Participate in client consultations to collect financial data, clarify objectives, and evaluate risk preferences.
  • Strategic Recommendations: Work alongside seasoned advisors to develop informed recommendations regarding investment options, retirement strategies, tax efficiency, and asset protection.
  • Client Education: Offer continuous support to clients by responding to questions, clarifying financial concepts, and guiding them in their financial choices.
  • Professional Growth: Commit to ongoing education and skill enhancement through structured training and mentorship initiatives.

Qualifications:

  • Strong analytical abilities and meticulous attention to detail
  • Exceptional communication and interpersonal skills
  • Proactive mindset with a readiness to learn and adapt
  • Genuine passion for assisting others in achieving financial well-being

Why Consider This Opportunity:

  • Training and Development: Benefit from extensive training and mentorship from experienced professionals in the financial planning sector.
  • Career Advancement: Explore various pathways for career progression within our organization.
  • Meaningful Impact: Contribute positively to the lives of individuals and families by guiding them towards their financial goals.
  • Diverse Culture: Engage with a diverse and inclusive team that values collaboration, creativity, and mutual respect.
  • Flexible Work Arrangement: Enjoy the benefits of remote work.

Compensation Structure:

We offer a unique compensation model that includes:

  • Commission income with no upper limit
  • Residual income based on previous year's work
  • Passive income from a dedicated clientele
  • Performance bonuses, travel incentives, and additional benefits

If you are enthusiastic about embarking on a rewarding career in financial planning and wish to play a vital role in helping individuals secure their financial futures, we encourage you to explore this opportunity further.

Job Type: Part-time

Pay: $55,000 - $150,000.00 annually

Benefits:

  • Flexible scheduling options

Application Considerations:

  • Are you aware that this position operates on a commission-only basis, allowing for part-time engagement alongside your current commitments?

Education Requirement:

  • High school diploma or equivalent (Required)

Work Location: Remote