What are the responsibilities and job description for the Financial Advisor position at Elevate Financial Planning and Wealth Management?
At Elevate Financial Planning and Wealth Management, a career as a financial advisor is a journey of professional growth and genuine impact. Our firm offers a unique space to develop not just as advisors, but as individuals dedicated to helping others navigate their financial landscapes. Emphasizing a collaborative approach, Elevate provides extensive training opportunities, fostering an environment where newcomers can gain the expertise needed to build and expand their own advisory practice.
On a daily basis, our advisors:
- Identify and set appointments with potential clients
- Meet with clients to assess their financial needs
- Develop customized financial plans to address each of the clients desired goals
- Maintain strong relationship with clients, helping them track their progress over time
- Provide ongoing consultation and support
Some features of this position include:
- One-on-one training from seasoned leaders in the local financial planning industry
- A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
- Uncapped earning potential – advisors can make $100,000 in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Job Requirements:
- Bachelor’s degree in business or industry-related field
- Ability to obtain series licenses
- Must be a U.S. or Permanent Resident
Employment Type
- Full-time
Salary : $100,000