What are the responsibilities and job description for the Career Development Advisor position at Planning Alliance?
Job Description
We are seeking a highly motivated and results-driven individual to join our team as a Career Development Advisor. As a key member of our Business Development Team, you will work closely with experienced financial professionals and aspiring advisors to help them achieve their business goals.
Your primary responsibility will be to develop and maintain relationships with clients, understanding their goals, concerns, and current financial information. You will analyze this data to create personalized plans, leveraging our comprehensive range of financial products and services.
In addition to your core responsibilities, you will have access to extensive mentorship and training programs, including our 90-day 'Career Launch' program and ongoing development opportunities for the first five years and beyond.
We are committed to fostering a culture of mutual respect, doing the right thing, and community involvement. If you share these values and are passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
