PONTEMLA.com

Compensation

Full Description

Job description Our client, a wealth management firm, 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 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: $70,000.00 - $200,000.00 per year Benefits: • 401(k) • Health insurance Education: • Bachelor's (Required) Work Location: In person