What are the responsibilities and job description for the Wealth Management Planner (Remote) position at Morrison Family Financial?
Here at Morrison Family Financial, an affiliate of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with over 25 of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help in order achieve their goals.This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.QualificationsMinimum 18 years of ageLegal U.S. Resident, Citizen, or Work Permit with SSNSoft background check requiredAble to complete licensing requirements within 14 days
Salary : $55,300 - $75,700