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Our client, a wealth management firm in Chicago 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
Business Services
$57k-80k (estimate)
03/20/2024
09/13/2024
pontemgroup.com
ALIQUIPPA, PA
25 - 50
Private
MARY BETH LONCAR
<$5M
Business Services