What are the responsibilities and job description for the Financial Advisor position at WestPac Wealth Partners?
CAREER DESCRIPTION
At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you.
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.
The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are
CAREER REQUIREMENTS
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
REQUIREMENTS
- 4-Year Degree
- Entrepreneurial Mindset
- Desire to Help Others
- Highest Level of Integrity & Ethics
- Interpersonal & Relationship Skills
- Affinity for Education & Professional Development
- Goal & Commitment Oriented
- SIE, Series 7 & 66 License, Life and Health (Have or will Obtain)
WHAT WE PROVIDE
- Industry-Leading, Proprietary Training and Education Systems
- Proprietary Planning Software
- Team-Work Culture
- Free Licensing
- Access to study and licensing materials– reimbursements for tests.
- Advanced Planning Team
- Accountability and Marketing Coaches
* Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. . PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License#0I29680| 7540390.1 Exp. 01/27
Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com