Financial Professional Jobs

Wolfpack Financial Group is a leading financial planning firm specializing in holistic financial solutions, including wills, trusts, estate planning, business planning, life insurance, mutual funds, 401k, and investment advisory services. We are seeking a dedicated Fiduciary Financial Associate to join our team and provide comprehensive financial planning services to our valued clients. We are open to training someone with no experience.

Responsibilities:

• Educate clients on various investment options, retirement plans, and insurance policies, helping them make informed decisions to secure their financial future.
• Provide holistic financial planning services, including wills, trusts, estate planning, business planning, life insurance, mutual funds, 401k, and investment advisory solutions.
• Stay informed about industry developments, new financial products, and best practices through continuous learning and professional development.
• Serve as a trusted fiduciary financial advisor, offering expert guidance and advice to clients on all aspects of their financial well-being.
• Foster strong relationships with clients, demonstrating a commitment to their financial success and providing ongoing support and guidance.
• Conduct thorough assessments of clients' financial goals, risk tolerance, and current financial situations to develop customized and comprehensive financial plans.
• Collaborate with clients to develop long-term strategies to achieve their financial objectives and address potential challenges or changes in their circumstances.
• Collaborate with internal teams and external partners to ensure seamless execution of financial plans and deliver exceptional client service.
• Maintain a deep understanding of current market trends, tax regulations, and financial products to deliver up-to-date and relevant advice to clients.

Qualifications:

• Licenses: Holds or is willing to obtain relevant licenses, including Series 6, Series 65, and a Life insurance & Health Insurance license, to comply with regulatory requirements and provide comprehensive financial services. (Life Licenses Reimbursed)
• Coachability: Demonstrates a willingness to learn, adapt, and apply feedback to enhance performance and professional growth. Coachability is the ability to receive constructive criticism, embrace new ideas, and actively seek opportunities for improvement.
• Zoom Etiquette: Understands Zoom & is willing to learn Zoom etiquette, has business professional attire, laptop with i5 processor or above.
• Trustworthiness: Possesses a track record of being dependable, reliable, and responsible in handling sensitive financial matters. Demonstrates an unwavering commitment to building and maintaining trust with clients.
• Clean Background: Ability to pass a background screening; No felonies, No DUIs, No misdemeanors, No money-related crimes or violent crimes.
• Integrity: Upholds high ethical standards, honesty, and transparency in all interactions. Demonstrates trustworthiness and reliability, ensuring client confidentiality and prioritizing their best interests.

Preferred Backgrounds:

• Military background: Military experience instills discipline, adaptability, and a results-oriented mindset, which are valuable traits in the financial advisory field.
• Coaching experience: Background in coaching equips individuals with excellent interpersonal skills, active listening abilities, and the ability to motivate and guide clients toward achieving their financial goals.
• Business experience: Previous experience in the business sector provides insights into the challenges and opportunities faced by entrepreneurs and business owners, enabling effective financial planning.
• Customer service experience: Experience in delivering exceptional customer service fosters strong client relationships, empathy, and effective problem-solving skills.
• Sales experience: Previous sales experience helps in effectively communicating financial solutions, identifying client needs, and building lasting relationships.
• Teaching experience: Former teachers bring strong communication skills, the ability to simplify complex concepts, and a passion for educating others.

Compensation:

• The compensation for the Fiduciary Financial Advisor position ranges from $98,000 to $152,000 per year (10-99 contractors) , depending on experience, performance, and business development.

Benefits:

• Ongoing support: Receive ongoing support from experienced professionals within the organization to help navigate complex financial scenarios and provide guidance.
• Ability to build and maintain long-lasting client relationships.
• Strong interpersonal and communication skills.
• Coaching and training: Opportunity to work with and learn from top financial advisors in the country through coaching and training programs, fostering professional growth and expertise.
• We are looking for individuals who are motivated, driven, and possess the following qualities:
• Retirement plans: Access to retirement plans, ensuring long-term financial security.
• Part-time basis: Possibility to work on a part-time basis, allowing for flexibility and accommodating other personal or professional commitments.
• Personal development programs: Access to personal development programs and resources to enhance skills, knowledge, and career growth.
• Company-paid trips: Opportunities for travel and attending industry conferences and events to enhance professional development and networking.
• Discounts to Wyndham hotels: Enjoy exclusive discounts on accommodations at Wyndham hotels for personal and leisure purposes.
• Self-motivated and proactive in identifying opportunities.
• Collaborative environment: Join a dynamic and collaborative team that encourages knowledge sharing, collaboration, and mutual support.
• Strong industry network: Work with a diverse range of clients, including over 200 Fortune 500 companies, providing exposure to varied financial scenarios and opportunities.
• Analytical mindset with attention to detail.
• Twin career possibility: Support for pursuing a twin career, enabling individuals to explore additional interests or professional paths alongside their role as a Fiduciary Financial Advisor.
• Join our team at Synergy Financial and embark on a rewarding career as a Fiduciary Financial Advisor, making a positive impact on clients' financial well-being.
• Adaptable to changing market conditions and client needs.
• To apply, please submit your resume, along with a cover letter outlining your relevant experience and qualifications.