Description
We're looking for a Financial Advisor who will deliver a world-class experience to the clients of Whitaker-Myers Wealth Managers. The ideal candidate will have knowledge of and a passion for the financial services industry, including but not limited to wealth management and financial planning. If you enjoy helping clients plan for their retirement, making recommendations that allow them to achieve their goals, and building customized financial plans, this role might be for you. The ideal candidate will also have a strong working knowledge of the teachings of Dave Ramsey, Ramsey Solutions, and the 7 Baby Steps. We drive prospective clients to our Financial Advisors, we have approximately 17 leads per month from Panama City, Florida, 25 leads per month from Tallahassee, Florida, 12 leads per month from Fort Walton Beach, Florida, 13 leads per month from Pensacola, Florida and 22 leads a month in our Spring Hill, Florida market. This position is production-based. Your income potential is unlimited and will be based on building a book of business within the assigned territory from the leads we deliver to you. Our average Financial Advisor earns six figures within three to four years.
Our average Financial Advisor will make the following income in their first three years:
Year 1: $36,000
Year 2: $83,200
Year 3: $117,600
Year 4 - Career: Unlimited (based on production of book of business)
What Winning Looks Like in This Role:
- Relationship Management – Building and nurturing client relationships is essential to ensure their financial goals and needs are met.
- Business Development/Sales – You will be expected to achieve quarterly goals (KPIs), including an AUM goal and a close ratio on the lead territories you are assigned to.
- Compliance/Record-keeping – Maintaining detailed notes documenting all interactions and activities with your clients and other standard compliance requirements will be required.
- Active Listener – Listening to clients and addressing their needs is crucial.
- Heart of a Teacher – Teaching clients about complex financial topics in a way that is easy for them to understand is a very important skill for this role.
Qualities & Skills That are Important for Working at WMWML:
· Bachelor’s Degree or Equivalent Experience is Required
· Advanced designations of MBA, CFP®, ChFC® or equivalent would be desirable but not required
· Entrepreneur mindset – Critical Thinker
· Excellent written and verbal communication skills
· Microsoft Office (Outlook, Excel, Word) experience is a must
· Detail orientated
· Organized
· Self-motivated / Driven
· Trustworthy – People work with people they know, like, and trust
· Able to build a good rapport with clients/prospects and other team members
· Team player
· Motivated to learn
· Willingness to be coached and to share ideas with the team
· Familiar (or willingness to become familiar) with Dave Ramsey/Ramsey Solutions’ principles and baby steps
· Committed to educating and empowering clients to understand complex investment topics
· Ready to answer questions and humble when you have to research before responding
About Whitaker Myers Wealth Managers, Ltd.:
Many people want to know if they will be financially secure when they retire. That’s why, at Whitaker-Myers, we not only help clients with their investments but also with the exact steps to take to achieve their financial goals so that they can live and give like no one else.
As one of the few Ramsey Solutions’ National SmartVestor Pros, we work with clients nationwide. Our advice is consistent with what Ramsey Solutions teaches.
Mission
Whitaker-Myers Wealth Managers strives to have the heart of a teacher so that we can empower and equip people with the knowledge and tools they need to help them achieve their goals and feel confident about their financial future. We do this by providing integrity-based financial planning and investment advisory services that are tailored to the specific needs, goals, and values of each client.
Vision
To be the most comprehensive wealth management firm with seamless client interactions so that clients trust us with all of their financial needs.
Job Type: Full-time
Pay: $30,000.00 - $500,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Financial planning services
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
Compensation package:
- Bonus opportunities
- Employee stock purchase plan
- Profit sharing
Weekly schedule:
- Monday to Friday
- Weekends as needed
Work setting:
Ability to Relocate:
- Miramar Beach, FL 32550: Relocate before starting work (Required)
Work Location: In person