Company

M.t.w And AssociatesSee more

addressAddressRemote
type Form of workPart-time | Full-time
salary Salary$3,032.04 - $5,060.09 a month
CategoryAccounting/Finance

Job description

Responsibilities:
- Provide financial coaching and guidance to clients based on their individual goals and objectives
- Develop and implement comprehensive financial plans, including retirement planning, investment strategies, and risk management
- Conduct thorough financial analysis and research to identify suitable investment opportunities for clients
- Monitor and review clients' portfolios to ensure they remain aligned with their financial goals
- Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact clients' financial situations
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
- Build and maintain strong relationships with clients through regular communication and exceptional customer service

Experience:
- Bachelor's degree in finance, accounting, or a related field (Master's degree preferred)
- Prefer a minimum of 2 years of experience in financial services, banking, or related industry but not required
- Proven track record of sales success in a previous sales role
- Excellent communication skills with the ability to communicate in a clear and concise manner
- Professional certifications are not required. In house licensing and training will be provided to motivated individuals

As a Financial Advisor, you will have the opportunity to make a significant impact on the lives of your clients by helping them achieve their financial goals.

Uncapped commissions for personal production

Managment and leadership opportunities are available - we promote from within

If you are a motivated individual with a passion for finance and a desire to help others succeed financially, we encourage you to apply. Join our team of dedicated professionals and take your career in finance to the next level.

Job Types: Full-time, Part-time

Pay: $3,032.04 - $5,060.09 per month

Expected hours: No more than 12 per week

Benefits:

  • 401(k)
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan

Schedule:

  • 4 hour shift
  • Choose your own hours
  • Day shift
  • Monday to Friday

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Application Question(s):

  • Have you been a high performing leader in your current or previous industries?

Ability to Commute:

  • Remote (Preferred)

Work Location: Remote

Benefits

401(k), Professional development assistance, Flexible schedule, Life insurance, Referral program, Retirement plan
Refer code: 8216030. M.t.w And Associates - The previous day - 2024-02-19 15:02

M.t.w And Associates

Remote
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