Wealth Management Advisor (Training And Cfp Track)

Our client, a Wealth Management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!

The role of an advisor:

• Build relationships with prospective clients

• Help clients think about future financial planning and personal goals

• Constructing comprehensive plans

• Educating clients on recommendations and sharing financial advice

• Follow up with clientele to update their plans while their life and markets/economy change

• Manage your practice with support from a major firm

• Marketing and networking

Training will teach planning and business building fundamentals.

Comprehensive planning could include;

• Savings, debt reduction and cash flow planning

• Investment strategies and portfolio management

• Retirement Planning and Retirement Income Planning for retirees

• Insurance Planning: Life, Disability, Long Term Care

• Estate Planning for charitable giving and passing down assets

• Major purchase planning such as a house, business or education funding

• Tax implications

The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Qualifications:

· Bachelors Degree

• Being coachable

• Desire to learn the planning profession

• Desire to be in a client facing role open to networking and sales

Job Type: Full-time

Pay: $82,414.00 per year

Benefits:

• 401(k)
• Health insurance

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Sales: 2 years (Preferred)
• Financial concepts: 1 year (Required)

Work Location: In person