What are the responsibilities and job description for the Wealth Management Advisor (Training and CFP Track) position at PONTEMLA.com?
Financial Advisor Trainee
Our client, a financial planning organization, is hiring for their financial advisor training program.
Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), and be provide with training, infrastructure and mentorship to build a practice.
This is an entrepreneurial opportunity to build a business while having access to support and not a traditional employee role.
The role of an advisor:
· Build relationships with prospective clients
· Help clients think about future financial planning and personal goals
· Constructing comprehensive plans
· Educating clients on recommendations and sharing financial advice
· Follow up with clientele to update their plans while their life and markets/economy change
· Manage your practice with support from a major firm
· Marketing and networking to build your clientele
Advisors typically assist client with various types of planning:
· Savings and cash flow planning
· Investment strategies and portfolio management
· Retirement Planning and Retirement Income Planning for retirees
· Insurance Planning: Life, Disability, Long Term Care
· Estate Planning for charitable giving and passing down assets
· Major purchase planning and education funding
Qualifications:
· Bachelors Degree
· Being coachable
· Desire to learn the planning profession
· Desire to be in a client facing role open to networking and sales
Job Type: Full-time
Pay: $82,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Education:
- Bachelor's (Preferred)
Work Location: In person
Salary : $82,000
