What are the responsibilities and job description for the Financial Planner, Investment Retirement Planning position at Wealth Strategies?
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community?
Job Summary
Wealth Strategies is seeking a Financial Representative to work with individuals and businesses in the community, providing access to financial products and services that protect assets, understand financial life, and build wealth for the future.
About Wealth Strategies
We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management, and customized strategies for consumers and businesses. Our comprehensive financial services firm is committed to helping individuals and businesses achieve and sustain long-term success.
Your Responsibilities
- Work with clients to understand their goals, concerns, and current financial information.
- Develop and maintain relationships with clients through ongoing communication and tailored strategies.
What We Offer
- Development and training opportunities to support your practice.
- Tools and resources to market and grow your practice.
- A defined benefit plan, 401(k) with match, health insurance, and more.
- Leadership and career development opportunities, including tuition reimbursement and continuing education.
About Us
Wealth Strategies is a member of The Guardian Network, offering access to a variety of companies and specialists who provide innovative strategies for reaching financial goals.
Our Mission
Helping people build, protect, and grow financial strategies that lead to 'Wealth Beyond Money'.
