About Capital Choice
- At Capital Choice, we represent a full-service financial firm that deals with investments, wealth management, tax-deferral retirement options, college planning, asset protection, estate planning, and much more.
- We are searching for Financial Services Associates to join us in providing personalized financial planning.
- As a member of our team, Financial Services Associates will work with like-minded professionals and continually focus on sharpening the skills and knowledge that put us at the top of our industry.
Opportunity Type
- Part-Time
- Entry-Level or experienced
Responsibilities
- Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, and risk tolerance.
- Analyze client data and collaborate with other financial services professionals within our firm to develop clients’ entire financial roadmap and ensure progress in achieving goals.
- Review client accounts regularly to determine if adjustments are needed because of personal or financial changes.
- Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly.
Qualifications and Skills
- Excellent communication and listening skills
- Organized individuals who excel in problem solving and multi-tasking
- Entrepreneurial spirit
- High professional standards and integrity
- Energetic self-starter with a track record of determination, effort and achievement
- Work experience demonstrating proficiency in marketing, sales, customer service, and/or management skills (preferred but not necessary)
Majors
- Accounting
- Business Administration
- Business Management
- Economics
- Entrepreneurship
- Finance
- Financial Planning
- Risk Management
- Professional Sales
Associate Benefits
- In-depth individually designed training programs, no experience is necessary.
- Get registered and licensed (Life Insurance, FINRA Series 6/63, 65, or Series 66 licensure) and learn how to be a Financial Services Associate with the industry’s top training program.
- Branch office support to help lighten the load so you can focus on your clients.
- A support network that extends from your branch office to your region to the home office – You’ll work independently but will have a team of thousands backing you every step of the way.
- Professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management.
Compensation
- A compensation package that includes commissions, residual income, passive income, bonuses, and incentive travel.
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
- The flexibility that you need to balance your personal and professional lives – the best of both worlds.
PLEASE NOTE THIS IS A 1099 INDEPENDENT CONTRACTOR OPPORTUNITY (COMMISSION-BASED), NOT W2 EMPLOYEE