What are the responsibilities and job description for the Wealth Management Advisor (Training and CFP Track) position at Lead Advisor, LLC?
Job description
Our client, a wealth management firm, 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:
· Build relationships with prospective clients
· Help clients think about future financial planning and personal goals
· Constructing comprehensive plans
· Educating clients on recommendations and sharing financial advice
· Follow up with clientele to update their plans while their life and markets/economy change
· Manage your practice with support from a major firm
· Marketing and networking
Training will teach planning and business building fundamentals.
Comprehensive planning could include;
· Savings, debt reduction and cash flow planning
· Investment strategies and portfolio management
· Retirement Planning and Retirement Income Planning for retirees
· Insurance Planning: Life, Disability, Long Term Care
· Estate Planning for charitable giving and passing down assets
· Major purchase planning such as a house, business or education funding
· Tax implications
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
· Being coachable
· Desire to learn the planning profession
· Desire to be in a client facing role open to networking and sales
Job Type: Full-time
Pay: $82,000.00 per year
Benefits:
- 401(k)
- Health insurance
Education:
- Bachelor's (Required)
Work Location: In person
Salary : $82,000
