What are the responsibilities and job description for the Financial Advisor position at rekroot?
C omprehensive financial services company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our best financial professionals. Headquartered in Newport Beach, CA.
Job Requirements
- Bachelor's Degree
- 2 or more years of sales experience
- Southern California resident for 1 year
Additional qualifications include :
Job Description :
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need to know to build a successful and rewarding advisory practice. While you are being trained, we will provide you with a stipend plus uncapped commissions. You will find plenty of opportunities for professional development and growth toward leadership / mentor roles.
Your specific duties in this role will include :
Benefits :
Our intensive training program will teach you everything from prospecting and presentations to specifics about our product line and how to implement client financial programs. We will provide you with a stipend during training, with uncapped commissions allowing you to continue to grow your income as you develop your professional network. Don’t pass up this opportunity to build something for yourself but not by yourself.
A quick reminder, we may not be for you if :
