Wealth Management Professional

Position: Financial Services Professional

Location: 465 East Galena suite #3

Employment Type: Full-time or Part-time

Are you passionate about helping individuals achieve their financial goals and secure their future? Managed Wealth Financial is a rapidly expanding financial service organization looking for dedicated professionals to join our team of financial service professionals. If you are a highly motivated, self-starter with a passion for connecting with and helping others, this is an excellent opportunity to make a positive impact in people’s lives while building a successful career in the financial industry.

This position allows you the flexibility to determine your schedule. It includes a generous commission schedule that rewards your hard work and dedication.

Key Responsibilities:

• Engage your networking skills to identify potential clients and curate a strong customer base in which to provide high-quality financial services, helping clients find financial solutions and future financial stability.
• Conduct comprehensive financial analyses with clients and create tailored strategies to help them achieve their financial goals.
• Use company software programs to create illustrations, write policies, and provide additional financial guidance specialized to client’s needs.
• Continually develop your skills and expertise by attending twice weekly, specialized agent training conducted by skilled company leaders, as well as working regularly with your direct supervisors for additional support and training.
• Build your business. This position allows agents to become a leader, building and leading their own team as they work to provide clients with the financial freedom they seek.

Job Requirements and Qualifications:

• Successfully pass the required state examination to become a licensed agent and pass a background check.
• Self-starting, highly self-motivated individual who has exceptional networking skills.
• Excellent communication and presentation skills when delivering difficult concepts to clients.
• Ability to work well independently as well as be an active, supportive member of your team - encouraging team member's successes and engaging in training efforts.
• Enthusiasm and curiosity about the financial industry are highly desirable.
• Experience in finance or sales is appreciated but not required.
• Uphold the highest ethical standards, putting the client’s best interest as a top priority.
• A high school diploma is required, but a bachelor’s degree is preferred.

Job Types: Full-time, Part-time, Permanent

Expected hours: 20 – 50 per week

Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance

Compensation package:

• 1099 contract
• Bonus opportunities
• Commission pay

Weekly schedule:

• Choose your own hours
• Monday to Friday
• Weekends as needed

Work setting:

• In the field
• Office
• Remote

Work Location: Remote