Financial Professional Jobs

Here is your opportunity to be part of the largest wealth transfer in United States history!

Our firm is looking for individuals to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life's circumstances, both expected and unexpected. If you're looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

Key Responsibilities

• Analyze our clients' goals and compare them to their current portfolio
• Obtain a financial needs assesment
• Maintain awareness of latest legislative changes that may affect financial planning
• Contact clients periodically to determine if there have been changes in their finances
• Provide financial planning and support to clients
• Prepare financial plans and check their accuracy
• Build and maintain a client base
• Assist in the development plans for the company
• Analyze financial information obtained from clients to determine appropriate strategies
• Mentor and train new associates to help them achieve individual & team objectives
• Develop and execute strategies to drive business in new and existing markets
• Keep client plans up-to-date and acquire new clients on an ongoing basis
• Partner with Talent Acquisition to identify and attract new talent

Qualifications and Skills

• Organized individual who excels in problem solving and multi-tasking
• Excellent communication and listening skills
• High professional standards and integrity
• Work experience demonstrating proficiency in marketing, sales, customer service, and/or management skills
• A motivated hard worker who displays self-confidence and a strong desire to learn
• Energetic self-starter with a track record of determination, effort and achievement

We prefer candidates to have leadership, sales, or related experience

• Prior business experience
• Community influencers
• Former athletes
• Executive leadership
• Military background

Benefits

• State-of-the-art financial analysis software
• Industry leader with financial strength and impeccable integrity
• Personal Income
• Set your own Schedule
• Innovative market development tools
• Advancement Opportunities
• Unlimited earning potential
• Part-Time/Full-Time
• Excellent compensation
• Flexibility to balance career and personal needs
• Comprehensive training provided
• Extensive professional development programs
• Bonus Income
• Passive Income
• Work Remote