Job description

Our client an advisor of 20 years and Certified Financial Planner is looking for candidates who have an interest in launching a financial planning practice.

Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship.

The Role of a Financial Advisor:

• Build your own Financial Planning Practice
• Client Acquisition & Marketing
• Client Financial Analytics & Case Development
• Financial Plan Design
• Sophisticated Asset Management and Protection Product Implementation
• On Going Service

Candidate Characteristics:

• Motivated to work in a client facing role
• Desire to help people, including individuals, families, and businesses
• Team oriented, and comfortable with preparing and delivering presentations
• Competitive, with an entrepreneurial spirit and a vision to build and grow your own business
• High standards of integrity, competency, work ethic, and professionalism
• Experience with marketing, sales, or finance a plus

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Job Type: Full-time

Pay: $70,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• Health insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Required)

Experience:

• Sales: 1 year (Preferred)

Work Location: In person