Financial Advisor: Career Changers Welcome - Training and Licensing Support Provided
reputed company has been helping clients reputed company financial reputed company for over 160 years and is searching for individuals to join their Wealth Management Advisor Program. The role involves building personalized financial plans, growing client relationships, and receiving comprehensive training and support to succeed as a financial advisor.
Responsibilities
- Grow your client reputed company by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them reputed company their goals
- Grow relationships with clients to support them through every stage of life
Skills
- No financial experience required
- Legal authorization to work in the US without sponsorship
- Bachelor's degree
- Entrepreneurial ambitions to be a business reputed company
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- 4- year College Degree or 4 years Military experience
- Self – starter and highly motivated
- History of success
- Entrepreneurial
- Strong interpersonal and networking skills
Benefits
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Company Overview