What are the responsibilities and job description for the Junior Financial Advisor position at Confidential - Wealth Management?
Our Promise to You!
We won’t promise you a six figure income in your first year or that in a matter of months we’ll turn you into a qualified, high performing financial advisor. What we can promise is that our 2-year Mentee program has a 90% success rate because we focus on your professional development rather than selling, and because we have a highly supportive, nurturing, team environment that’s led us to be a Top 100 RIA, NBJ’s #1 rated culture 2021, 2022 (mid-size employers), and Top Workplace 2020, 2021, 2022 and 2023. Once you complete the program, you’ll continue on a partner track with your mentor on a successful and established team.
Qualifications – Junior Financial Advisor
- You can succeed with us coming from a wide range of backgrounds if you are Humble, Hungry, and Smart.
- Humble – Our culture is one that’s deeply rooted in the servant mindset of focusing on helping others.
- Hungry – You must have the work ethic, drive and passion for finance and wealth management along with the heart of a teacher.
- Smart – The Emotional Intelligence (EQ) to successfully connect, relate, and counsel others.
- The discipline and work ethic to gain your SIE, Series 7 and 66 by studying outside of business hours to pursue your CFP.
- Bachelor’s Degree required with a demonstrated interest in learning wealth management concepts a must.
- Must live within 30 minutes of Cool Springs.
- Extensive background check required.
Rewards – Junior Financial Advisor
