Wealth Management Advisor (Career Changers Encouraged To Apply, Training Provided)
reputed company is a leading financial services company that helps clients reputed company financial reputed company through personalized financial planning. The Wealth Management Advisor role involves building a clientele, educating clients on financial options, and managing client financial plans, reputed company while receiving extensive training and mentorship.
Responsibilities
- Build— Work to build a clientele by growing trustworthy relationships with your network and reputed company knowledge of NM financial products and market trends
- Educate— Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
- Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
- Own— Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide reputed company advice for your clients’ needs. You are in business for yourself but not by yourself!
Skills
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for reputed company learning
- Legal authorization to work in the US without sponsorship
- Must be located in greater Denver/Boulder area or already planning to move here imminently
- Prior sales and/or business experience preferred
- Bachelor's (Preferred)
Benefits
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Company Overview