Entry-Level Financial Professional, Training Provided

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

📋 Description

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

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

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

• Foster robust client relationships through effective communication and outstanding service

• Keep abreast of financial regulations and market dynamics to offer well-informed guidance

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

⛳️ Requirements

• Must be 18 years of age or older

• A background check is mandatory

• No history of criminal activity is acceptable

• Willingness to obtain a state license if not already possessed

• Entrepreneurial spirit is essential

• Must demonstrate integrity, ethics, 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

• Enjoys operating in a fast-paced, highly productive, and value-oriented environment

🏝️ Benefits

• A competitive training program designed to facilitate your initial success

• Continuous mentorship and professional development opportunities throughout your career

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

• The chance to pursue leadership and specialized career paths

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

• Earnings from residuals, renewals, commissions, Assets Under Management (AUM), and monthly to quarterly bonuses