Entry-Level Financial Professional

This is a fully remote position, open to applicants in Florida.

📋 Description

• Evaluate personal financial information to deliver insights and guidance tailored to clients' financial planning requirements.

• Create and execute customized investment plans aligned with clients' objectives and risk appetite.

• Support clients in estate planning, including the establishment of wills and trusts, ensuring adherence to relevant laws.

• Foster strong client relationships through effective communication and outstanding service.

• Keep abreast of financial regulations and market developments to provide well-informed counsel.

• Assist clients with holistic financial planning and consultation across wealth management, retirement planning, business strategies, and corporate group plans.

⛳️ Requirements

• Must be 18 years of age or older.

• Background check is mandatory.

• No criminal record of any kind.

• Willingness to obtain a state license if not currently possessed.

• Entrepreneurial mindset.

• Commitment to integrity, ethical practices, and a strong moral compass.

• Enthusiasm for making a positive impact and assisting others.

• Self-driven, responsible, and a collaborative team member.

• Open to receiving coaching and constructive feedback.

• Excellent interpersonal abilities.

• Thrives in a dynamic, high-performance, value-oriented environment.

🏝️ Benefits

• A competitive training program designed to kickstart your career.

• Ongoing mentorship and professional development opportunities throughout your career.

• A workplace culture that values diversity, teamwork, work-life balance, recognition, and rewards.

• Opportunities for advancement into leadership and specialized positions.

• Access to comprehensive Planning Analysis tools, brokerage and advisory platforms, along with wealth management services.

• Earnings from residuals, renewals, commissions, Assets Under Management (AUM), and monthly–quarterly bonuses based on licenses acquired.