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Form of work
SalaryAbout us
We are professional, agile, professional and our goal is to practice professional integrity, render a premium client experience, enhance our capabilities, strive for prosperity, and impact our community in a positive way. We promise to uphold ourselves and each other to these standards for excellence. .
Our work environment includes:
- On-the-job training
Series 7 and Series 63 or 66 required. On the job training. Work remotely in a team environment. Serve fellow team members and clients transacting and processing business related to personal wealth management and financial planning clients.
Other prerequsites:
1. Positive outlook on life
2. Healthy sense of urgency
3. Be a team player
4. Talented to serve multiple roles
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Financial planning services
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
Weekly schedule:
- Monday to Friday
Work setting:
- Remote
Work Location: Remote
