What are the responsibilities and job description for the Financial Advisor position at Center for Wealth Preservation, LLC?
About Us
Are you ready to take your career to the next level in one of the most rewarding and financially lucrative industries? At the Center for Wealth Preservation (CWP), we are redefining financial services through cutting-edge technology, innovative strategies, and a commitment to client success.
What Sets Us Apart
✅ Comprehensive Support & Mentorship – We provide the tools, resources, and guidance needed to fast-track your career without the challenges of starting on your own.
✅ Accelerated Growth Program – Our Planning Associate Program equips you with the skills to become a sought-after financial professional in just months.
✅ Unparalleled Benefits – Enjoy unlimited earning potential, flexible schedules, Fortune 100 benefits, exclusive travel incentives, and more.
✅ World-Class Training – Gain access to modern training programs that empower you to make informed decisions for yourself and your clients.
✅ Career Development Opportunities – Whether you want to build your own financial planning practice or develop a team, we provide full expert support.
✅ In-House Marketing Resources – Access branding tools and proven marketing strategies to grow your business and connect with clients.
Your Role
As a key member of our team, you will:
- Build and nurture a strong network of clients seeking tailored financial planning services.
- Expand your reach through strategic appointments, social media, networking events, referrals, and seminars.
- Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
- Collaborate with our expert Planning Team to deliver superior financial outcomes for clients.
- Obtain necessary licensing to offer comprehensive financial solutions.
What We’re Looking For
✔️ 3 years of professional experience in Financial Services, Insurance, or a related field.
✔️ Confidence in addressing client objections and navigating challenging conversations.
✔️ An entrepreneurial mindset with a passion for business development.
✔️ Proven ability to build and maintain relationships with high-net-worth clients and family offices.
✔️ Interest in team building and mentoring others.
✔️ Strong interpersonal skills and a results-driven attitude.
Why Join Us?
💼 Backed by Industry Leaders – As an agency of MassMutual and MML Investors, you’ll have the strength of a Fortune 100 company with 160 years of success.
🚀 Advisor-First Approach – Access unmatched resources and support to help you thrive in your career.
💰 Comprehensive Compensation Package
🌎 Flexibility & Independence – Work from anywhere while building a meaningful, fulfilling career.
If you’re an ambitious professional ready to elevate your career in financial services, CWP is the place for you. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed!
Salary : $75,000 - $150,000
