Wealth Management Advisor (Training and CFP Track)

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

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: $82,000.00 per year

Benefits:

• 401(k)
• Health insurance

Compensation package:

• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: In person