What are the responsibilities and job description for the Wealth Management Trainee (Training and CFP Track) position at The Pontem Group?
Job description
Our client an advisor of 20 years and Certified Financial Planner is looking for candidates who have an interest in launching a financial planning practice.
Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship.
The Role of a Financial Advisor:
- Build your own Financial Planning Practice
- Client Acquisition & Marketing
- Client Financial Analytics & Case Development
- Financial Plan Design
- Sophisticated Asset Management and Protection Product Implementation
- On Going Service
Candidate Characteristics:
- Motivated to work in a client facing role
- Desire to help people, including individuals, families, and businesses
- Team oriented, and comfortable with preparing and delivering presentations
- Competitive, with an entrepreneurial spirit and a vision to build and grow your own business
- High standards of integrity, competency, work ethic, and professionalism
- Experience with marketing, sales, or finance a plus
Pay: $70000.00 - $70,000.00 per year
There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Job Type: Full-time
Pay: $70,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Health insurance
Compensation Package:
- Bonus opportunities
Education:
- Bachelor's (Required)
Work Location: In person
Salary : $70,000 - $200,000