What are the responsibilities and job description for the Financial Advisor / Wealth Manager position at Four Corners Financial Advisors (FCFA)?
Job Description:
Four Corners Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
At Four Corners Financial Advisors, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.
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
Four Corners Financial Advisors is different from other firms for many reasons, but our work culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.
Some features of this position include:
- One-on-one training from seasoned leaders in the financial planning industry
- A comprehensive training program that includes financial planning, analyzing investment portfolios, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
- Uncapped earning potential – advisors can make $100,000 in their first year
- Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other leadership opportunities)
Job Requirements:
- Associate’s degree in business or industry-related field
- Must be willing to obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
- Must be a U.S. or Permanent Resident
- Willing to work in office
Visit our website at https://www.fourcornersfa.com/
Salary : $100,000