3 Wealth Management Advisor (Training and CFP Track) Jobs in Worcester, MA
PONTEMLA.com is Hiring a Wealth Management Advisor (Training and CFP Track) Near Worcester, MA
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
Pay: $7000.00 - $70,000.00 per year
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 per year
Benefits:
- 401(k)
- Health insurance
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
Education:
- Bachelor's (Required)
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: In person
Job Summary
Full Time
$89k-115k (estimate)
03/27/2024
08/20/2024
The job skills required for Wealth Management Advisor (Training and CFP Track) include Presentation, Financial Planning, Integrity, 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.
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