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Form of work
SalaryOur client firm brings all the disciplines into one single firm. Legal document preparation, investment management, insurance and risk management, as well as tax planning and prep.
To work with high net worth clients, you have to be not only skilled at financial planning but you have to know trusts, tax, asset protection as well as investment management.
Most firms strictly prohibit any discussion on tax, trusts or anything outside of what they are directly selling.
This firm brings all the disciplines into one single firm. Legal document preparation, investment management, insurance and risk management, as well as tax planning and prep.
The firm has recently acquired a CPA firm and are actively acquiring other CPA firms to drive solid and reliable client leads.
Requirements
- Fast and reliable home internet
- A quiet and professional place to conduct video conferencing with clients
- Series 65 or comparable
- Life and health licenses are preferred but not mandatory
- Absolute passion for building a quality client book
- Ability to adapt and learn technology quickly
- Proven experience in a client acquisition journey
- Proven experience on presenting a financial plan through eMoney, Money Guide Pro or other similar programs
Benefits-Health Insurance Reimbursement Plan-Full technology package including PC, IP Phone, and ancillary gear shipped to your home -Educational reimbursement program-Full coaching and training in-house. Signing bonus for existing book of business transition-401K with Match up to 5%
Job Type: Full-time
Pay: $100,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
License/Certification:
- Series 65 (Required)
Work Location: Remote
