What are the responsibilities and job description for the Finance Associate/2025 Graduate position at Strategies for Wealth?
Job Description
This is a 4 to 6 week training program geared to May 2025 Graduates will focus on equipping new graduates with essential skills for a seamless transition into the workforce as a Financial Associate with Strategies for Wealth.
Key components include:
Onboarding & Orientation: Company overview, policies, and culture.
Technical & Soft Skills Training: Industry-specific tools, communication, teamwork, and leadership.
Project-Based Learning: Hands-on experience through real-world assignments.
Mentorship & Networking: Guidance from experienced professionals and peer connections.
Performance Reviews & Career Development: Feedback sessions and career growth planning.
About Us:
At Strategies for Wealth, we are on a mission to redefine the way the world perceives wealth. Our dedicated professionals are committed to delivering unparalleled service and integrity, providing protection and prosperity that transforms the lives of our clients, their families, and communities.
Are You Looking for a Career With:
- Industry-leading training and Support? Access to cutting-edge training programs to equip you with the knowledge and skills needed for success.
- Unlimited Income Opportunity? Enjoy the freedom to determine your income with uncapped earning potential through commission-based compensation.
- The Opportunity to Help People Every Day? Make a positive impact on the lives of clients by providing financial solutions that meet their needs and goals.
- A Fun, Vibrant, Collaborative Culture? Join a dynamic team with a culture that values collaboration, innovation, and a positive work environment.
Responsibilities:
- Prospecting and Client Acquisition: Identify and pursue new clients through various prospecting methods including cold sourcing and prospecting.
- Financial Consultation: Conduct comprehensive financial analyses to understand clients' needs and provide tailored solutions.
- Business Development: Build and manage your own client portfolio, nurturing long-term relationships through regular communication and reviews.
- Continuous Learning: Stay abreast of industry trends, market conditions, and product knowledge to provide informed advice to clients.
- Compliance and Ethics: Adhere to industry regulations and ethical standards to ensure the highest level of service and trust.
Qualifications:
Must be graduated in May 2025.
- Strong interpersonal and communication skills.
- Entrepreneurial mindset and a self-starter.
- Passion for helping others achieve financial success.
- Willingness to learn and adapt in a dynamic industry.
- Willingness to obtain Life Accident and Health Insurance Exam upon acceptance.
If you are ready to kick-start your career, make a meaningful impact, and be part of a company that values your growth, apply now!
Salary : $50,000 - $100,000
