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