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Wealth Strategy Associate

Promiselandinsurance
Altamonte Springs, FL Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 4/25/2025

Are you looking for a career that offers long-term financial growth through a structured, logical approach? We are seeking detail-oriented, analytical individuals to join our team as Wealth Strategy Associates. This position offers a clear path to success with comprehensive training, a proven framework, and measurable outcomes perfect for those who value both stability and strategic growth.

Why This Position Makes Sense for You:

  • No Experience Required – Our step-by-step training program is designed to ensure you develop a strong foundation in wealth strategy.
  • Clear Earnings Model – With commission-based pay, performance bonuses, and a scalable income structure, your growth will be directly tied to your results.
  • Career Flexibility – Whether part-time or full-time, this role provides you with the flexibility to design a schedule that fits your lifestyle while maintaining a strong career trajectory.
  • Long-Term Impact – Help individuals and families make well-informed, data-driven financial decisions to secure their future while building your own wealth.

Your Responsibilities:

  • Licensing & Certification – We’ll guide you through the Life & Annuity Pre-Licensing Course and exam (214) so you can confidently begin your career.
  • Strategic Client Management – Work closely with clients to analyze their financial situation, offer tailored strategies, and build long-lasting relationships.
  • Business Development – Implement a proven, systematic approach to grow your client base and expand your practice.
  • Ethical Decision-Making – Use transparent, logical strategies to ensure clients make the best possible financial choices for their future.

What We’re Looking for in a Candidate:

  • Analytical Thinkers – You enjoy breaking down complex problems and using data-driven insights to find solutions.
  • Detail-Oriented – Your ability to focus on the finer details ensures that you consistently deliver accurate and thoughtful advice.
  • Strong Communicators – You’re comfortable explaining complex financial concepts in a straightforward and clear manner.
  • Self-Disciplined & Goal-Driven – You excel in environments where you can work independently, set clear goals, and follow through on strategies.
  • Adaptable & Tech-Savvy – Comfortable using modern tools and strategies to track progress, build relationships, and streamline operations.

What You Can Expect from Us:

  • Competitive Compensation – Weekly commissions, performance-based bonuses, and an unlimited earnings potential based on your effort and results.
  • Comprehensive Training & Mentorship – Ongoing guidance from experienced professionals who will provide you with the knowledge and tools to succeed.
  • Clear Path for Advancement – Merit-based promotions and leadership opportunities based on your performance and long-term contributions.

If you’re ready to build a career founded on long-term growth, strategic decision-making, and a data-driven approach to wealth management, we want to hear from you. Apply now and take the first step toward achieving both professional success and financial independence.

Job Types: Full-time, Part-time

Pay: $60,000.00 - $100,000.00 per year

Expected hours: 25 – 40 per week

Benefits:

  • Financial planning services
  • Flexible schedule
  • Life insurance

Compensation Package:

  • Bonus opportunities
  • Commission pay

Ability to Commute:

  • Altamonte Springs, FL 32714 (Required)

Ability to Relocate:

  • Altamonte Springs, FL 32714: Relocate before starting work (Preferred)

Work Location: In person

Salary : $60,000 - $100,000

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