Lead Advisor, LLC

Compensation

Full Description

Our client, a wealth management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice. This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you! The role of an advisor: • Build relationships with prospective clients • Help clients think about future financial planning and personal goals • Constructing comprehensive plans • Educating clients on recommendations and sharing financial advice • Follow up with clientele to update their plans while their life and markets/economy change • Manage your practice with support from a major firm • Marketing and networking Training will teach planning and business building fundamentals. Comprehensive planning could include; • Savings, debt reduction and cash flow planning • Investment strategies and portfolio management • Retirement Planning and Retirement Income Planning for retirees • Insurance Planning: Life, Disability, Long Term Care • Estate Planning for charitable giving and passing down assets • Major purchase planning such as a house, business or education funding • Tax implications The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans. Qualifications: · Bachelors Degree • Being coachable • Desire to learn the planning profession • Desire to be in a client facing role open to networking and sales Job Type: Full-time Pay: $82,414.00 per year Benefits: • 401(k) • Health insurance Education: • Bachelor's (Required) Work Location: In person