What are the responsibilities and job description for the Financial Associate - Training Provided position at Wizehire?
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
We are committed to your success and will provide all of the following to help you develop
$60,000 per year
Responsibilities
Rise North Capital is a proud partner of National Life Group
Our mission is clear To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises and providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
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.
- Utilize marketing tools and resources to grow the client base.
- Driven
- Coachable
- Competitive
- Resilient
- Strong Work Ethic
- Track Record of Leadership and Success
- People Orientated
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
- Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
- Bonuses & Commissions
- Company-Sponsored Destination Trips Worldwide
- We offer in-person and remote opportunities.
$60,000 per year
Responsibilities
- Engage in structured coaching, mentorship, and training programs.
- Develop client relationships and provide tailored financial strategies.
- Ensure compliance with financial industry standards and licensing requirements.
- Attend virtual and in-person training to enhance financial expertise.
- Must be authorized to work in the US.
- Strong interpersonal and communication skills.
- Competitive mindset with a history of leadership or achievement.
- No prior financial experience is required, and comprehensive training is included.
- Self-motivated, coachable, and driven to succeed.
Rise North Capital is a proud partner of National Life Group
Our mission is clear To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises and providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.
Salary : $60,000