Address
Form of work
SalaryStraight commission pay structure.
The primary responsibility is to follow our proven financial planning process to prepare, present, and implement customized comprehensive financial plans and portfolios for new leads through face-to-face meetings with leads from seminars, referrals, and other marketing-generated leads. Provide financial planning services and advice to clients in all areas including investment planning, insurance planning, tax planning, and retirement planning. Develop, manage, and maintain client relationships. Interact with high-net-worth individuals. Apply and communicate complex financial planning concepts based on client’s situation.
Job Type: Full-time
Pay: $250,000.00 - $320,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Work setting:
- In-person
- Office
Experience:
- Financial Planning: 5 years (Required)
License/Certification:
- Series 65 or Equivalent (Required)
Work Location: In person
