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Our client, a wealth management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor.
Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice.
This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!
The role of an advisor:
Training will teach planning and business building fundamentals.
Comprehensive planning could include;
The average revenue for advisors in their first four years is $82,000 with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.
Qualifications:
· Bachelors Degree
Job Type: Full-time
Pay: $82,414.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Education:
Experience:
Work Location: In person
Full Time
$71k-96k (estimate)
07/05/2023
05/09/2024
The job skills required for Wealth Management Advisor (Training and CFP Track) include Wealth Management, Planning, Futures, Financial Planning, Long Term Care, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor (Training and CFP Track). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor (Training and CFP Track). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor (Training and CFP Track) positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor (Training and CFP Track), it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor (Training and CFP Track). You can explore the career advancement for a Wealth Management Advisor (Training and CFP Track) below and select your interested title to get hiring information.