Entry-Level Financial Professional

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

📋 Description

• Evaluate individual financial data to offer insights and recommendations tailored to clients' financial planning requirements.

• Create and execute customized investment strategies aligned with clients' objectives and risk appetites.

• Support clients with estate planning, encompassing wills and trusts, ensuring adherence to relevant laws.

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

• Remain informed about financial regulations and market trends to deliver knowledgeable advice.

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

⛳️ Requirements

• Must be at least 18 years old.

• A background check is necessary.

• No history of criminal activity.

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

• Entrepreneurial spirit.

• High level of integrity, ethical standards, and a strong moral compass.

• A genuine passion for making a positive impact and assisting others.

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

• Ability to accept coaching and constructive feedback.

• Excellent interpersonal skills.

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

🏝️ Benefits

• A competitive training program designed to help you launch your career.

• Ongoing mentorship and professional development throughout your career journey.

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

• Opportunities to pursue leadership and specialized positions.

• Access to comprehensive Planning Analysis tools, brokerage and advisory platforms, and wealth management resources.

• Residuals and renewals.

• Commission opportunities.

• Assets Under Management (AUM) incentives.

• Monthly to quarterly bonus potential.