What are the responsibilities and job description for the Financial Associate - Training Provided position at Rise North Capital?
We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.
In your role as a Financial Associate, we will help you build your own career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.
Responsibilities:
- Collaborate with coaches and other team members on client cases.
- Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
- Driven
- Coachable
- Competitive
- Resilient
- Strong Work Ethic
- Track Record of Leadership and Success
- People Orientated
Background in Finance or Financial Services is NOT REQUIRED.
We are committed to your success and will provide all of the following to help you develop:
- One-on-one strategic coaching
- Mentorship, peer group learning environment
- Virtual or in-person trainings
- Remote access to top resources and experts in the industry
- Marketing systems and capital
- Leadership advancement track
- Sponsorship for licenses and ongoing professional training
Additional Benefits:
- Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
- Bonuses & Commissions
- Company-Sponsored Destination Trips Worldwide
- We offer in-person or remote opportunities.
Salary : $60,000