Job Summary:
We are seeking a dedicated Financial Advisor to join us. We are team of advisors with over two decades of experience helping clients reach their financial goals. Our diverse backgrounds having brought us together in the pursuit of one passionate goal: growing and servicing households the right way; without large overhead or high pressure sales tactics.
Responsibilities:
- Offer financial advice on investment opportunities, retirement planning, and risk management
- Develop customized financial plans based on clients' financial goals and objectives
- Educate clients on various investment options and potential risks
- Monitor clients' accounts and make necessary adjustments to ensure financial stability
- Stay updated on market trends, economic conditions, and regulatory changes affecting financial planning
- Build and maintain client relationships through regular communication and reviews of financial goals
Requirements:
A college degree, 2+ years experience, and $1,000,000+ AUM book of business, looking for an independent platform to grow and service your households while simultaneously providing a positive impact on their financial goals, from an advisor who cares.
Looking to join a positive team of professionals with deep knowledge and real world experience.
-Strong understanding of financial planning principles and strategies
-Proficiency in math and analytical skills
-Knowledge of wills, trusts, estate law, and tax regulations
-Preferred CFP®, MBA, EA, or other related designations
This position offers:
Real life actionable training, advice, and guidance to all our advisors
20 point marketing plan with a path for you to succeed
E and O insurance
High payouts
Total independence
You will not be asked to cold call or solicit friends and family
Possible sign-on bonus or stipend
Ability to form your own team
Possible partnership with future acquisitions
Job Type: Full-time
Pay: $50,000.00 - $150,000.00 per year
Benefits:
- Financial planning services
Compensation package:
- 1099 contract
- Commission pay
Weekly schedule:
Work setting:
Work Location: Remote