What are the responsibilities and job description for the Certified Financial Planner position at LawLaw?
Skills:
Financial Planning Software, Investment Portfolio Management, Estate Planning, Retirement Planning, Tax Strategies, Risk Management, Interpersonal Communication, Regulatory Compliance,
About LawLaw
LawLaw is an innovative legal tech startup that's revolutionizing the way people approach estate planning. Our AI-powered platform makes it easy and affordable for everyone to create legally valid wills, trusts, and other essential documents. We're passionate about empowering individuals and families to protect their future and leave a lasting legacy.
Position Overview
We're seeking experienced and motivated Certified Financial Advisors (CFAs) to join our team as independent contractors. In this role, you'll play a crucial part in expanding LawLaw's reach and providing valuable financial planning guidance to our clients. You'll have the opportunity to leverage your expertise to help clients integrate estate planning into their overall financial strategy, ensuring their assets are protected and their wishes are honored.
Responsibilities
Please submit your resume and a cover letter highlighting your relevant experience and interest in estate planning to info@lawlaw.app
Join the LawLaw Team
We're looking for passionate and dedicated CFAs who are excited to make a difference in people's lives. If you're committed to providing exceptional client service and believe in the power of estate planning, we encourage you to apply!
Financial Planning Software, Investment Portfolio Management, Estate Planning, Retirement Planning, Tax Strategies, Risk Management, Interpersonal Communication, Regulatory Compliance,
About LawLaw
LawLaw is an innovative legal tech startup that's revolutionizing the way people approach estate planning. Our AI-powered platform makes it easy and affordable for everyone to create legally valid wills, trusts, and other essential documents. We're passionate about empowering individuals and families to protect their future and leave a lasting legacy.
Position Overview
We're seeking experienced and motivated Certified Financial Advisors (CFAs) to join our team as independent contractors. In this role, you'll play a crucial part in expanding LawLaw's reach and providing valuable financial planning guidance to our clients. You'll have the opportunity to leverage your expertise to help clients integrate estate planning into their overall financial strategy, ensuring their assets are protected and their wishes are honored.
Responsibilities
- Identifying and pursuing new business opportunities within your territory
- Presenting our innovative AI-integrated products for business organization, marketing empowerment, and customer engagement
- Building strong relationships with clients and providing exceptional support to ensure their success
- Collaborating with our team to develop effective sales strategies and exceed revenue targets
- Staying up-to-date with industry trends and emerging technologies to effectively position our offerings
- Uncapped earning potential with a competitive commission structure that rewards your hard work
- The freedom and flexibility to manage your own schedule and work remotely
- Comprehensive training and ongoing support to help you succeed in your role
- The opportunity to represent groundbreaking AI solutions that are transforming how businesses operate
- A dynamic, fast-paced work environment with room for growth and advancement
- Valid Certified Financial Advisor (CFA) designation.
- Proven experience in financial planning, with a focus on estate planning strategies.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to build rapport and trust with clients.
- Self-motivated and entrepreneurial mindset.
- Comfortable working independently and remotely.
Please submit your resume and a cover letter highlighting your relevant experience and interest in estate planning to info@lawlaw.app
Join the LawLaw Team
We're looking for passionate and dedicated CFAs who are excited to make a difference in people's lives. If you're committed to providing exceptional client service and believe in the power of estate planning, we encourage you to apply!
