The role of a Financial Advisor:
- Identifies and sets appointments with potential clients
- Works closely with a mentor to meet with clients to assess their financial needs
- Designs, develops, and implements a marketing plan
- Develops a customized financial plan to address each client’s outlined goals
- Maintains strong relationships with clients, helping them achieve their goals
- Provides ongoing consultation and support
Highlights of this position:
- One-on-One training from seasoned leaders in the financial planning industry.
- A comprehensive training program that includes financial planning, marketing techniques, asset management, and client service
- Uncapped earning potential
- Numerous career path options, including financial advisor, CFP, CPA, and management opportunities.
Requirements of the role:
- Associate or Bachelor’s degree (preferably in business or an industry related field)
- Ability to obtain licenses * U.S. Citizen or Permanent Resident
- Entrepreneurial spirit
- Motivation for success
