What are the responsibilities and job description for the Financial Services Representative position at Integrity Wealth Advisors LLC?
About Us: We are a forward-thinking financial services firm dedicated to empowering individuals to achieve financial success. Our innovative approach combines educational workshops, comprehensive mentorship, and extensive training to support our advisors in delivering exceptional service to clients.
Why Join Us?
- Comprehensive Training: Our structured programs cover financial planning, investment strategies, and product knowledge, ensuring you're well-prepared to serve clients effectively.
- Mentorship: Gain insights from seasoned professionals who provide guidance and support as you develop your practice.
- Client Acquisition Workshops: Participate in workshops designed to educate potential clients, positioning you as a trusted advisor and facilitating business growth.
- Uncapped Commission: Enjoy a compensation structure that rewards your hard work and success, offering unlimited earning potential.
Your Role:
- Client Engagement: Develop and maintain relationships, understanding clients' financial goals and providing tailored solutions.LinkedIn 2LinkedIn 2Job Search | Indeed 2
- Financial Planning: Create comprehensive plans encompassing investments, insurance, and retirement strategies.
- Continuous Learning: Stay informed about industry trends and products to offer the best advice.
- Community Involvement: Attend educational workshops, enhancing financial literacy and expanding your network.
Who We're Looking For:
- Entrepreneurial Spirit: Motivated individuals eager to build their own business within a supportive framework.
- Strong Communicators: Ability to explain complex financial concepts clearly and effectively.
- Ethical Professionals: Commitment to integrity and prioritizing clients' best interests.
- Team Players: Willingness to collaborate and contribute to a culture of continuous improvement.
Qualifications:
- Bachelor's degree preferred.
- Prior experience in financial services is a plus but not required.
Job Types: Full-time, Part-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Retirement plan
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission only
- Commission pay
Application Question(s):
- Are you ok with full commission plus residuals?
Work Location: In person
Salary : $75,000 - $150,000
