We are seeking an eager, motivated, and charismatic individual to fill an entry-level position that offers room for growth and high income potential. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to relationship management, lead generation, debt and investment management, life insurance, retirement planning, mutual funds, disability coverage, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

This positions compensation plan is extensive, with primary income resulting from Commission, Bonus, and a weekly activity stipend. Control your income!

$64,000 - $100,000 year one

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

• Must be 18 or older with a valid driver's license and transportation
• Life Accident and Health license or the willingness to get it
• Strong communication and relationship-building skills
• The desire to meet new people, find and attend events, and prospect new relationships and business

Team Golden is focused on helping as many people as possible with their financial planning - and is committed to the career advancement, growth, and happiness of its members.