What are the responsibilities and job description for the Wealth Manager position at Axiom Planning Resources?
Grow your business with the support of Axiom Planning Resources, providing planning, holistic protection and wealth management solutions. Select from contract options that best fit your practice.
Deliver the best possible client experience supported by your very own team here at Axiom Planning Resources.
The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few professionals can meet on their own. This is why our financial planning team and back-office support will be vital to the growth of your business.
If you are seeking a strong product based and a well know brand, we invite you to connect.
If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...
- Local Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
- A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
- Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.
- State-of-the-art technology platforms and tools for leads and practice management
- A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
- A one-stop shopping hub for insurance solutions with access to 50 insurance carriers
We offer supported independence:
- Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
- Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
- Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
- Innovation: benefit from dedicated investments in tools, and technologies designed to make doing business easier for you
- flexibility to build your business your way – we respect your experience and expertise
Qualifications:
- A strong relationship-builder who takes a people-first approach
- A dedicated individual: independent, self-motivated and goal-oriented
- A leader, coach, and mentor
- Successful sales experience
Additional Qualifications
- Bachelor’s Degree
- FINRA licenses: 6, 7, 63/65 or 66
- State insurance licensed – Life, Accident, and Health
- Excellent analytical, problem solving and critical-thinking skills
- Ability to problem solve to reach resolution
- Team player with the ability to collaborate with others
- Strong written and verbal communications skills