Certified Financial Planner

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

What We Offer

Qualifications

To Apply

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!

Skills : Financial Planning Software, Investment Portfolio Management, Estate Planning, Retirement Planning, Tax Strategies, Risk Management, Interpersonal Communication, Regulatory Compliance