Entry-Level Financial Associate

We're seeking a driven, hard-working, entrepreneurial minded individual to join our growing team as an Entry-Level Financial Professional. In this role, you'll help clients develop comprehensive retirement strategies while building your own professional practice within our supportive framework.

Key Responsibilities

• Provide personalized retirement planning solutions to clients
• Educate clients on retirement asset growth and protection strategies
• Conduct needs analyses and recommend appropriate financial products
• Build and maintain long-term client relationships
• Leverage our digital platforms to enhance client experience
• Stay current on industry regulations and product offerings

Qualifications

• Strong interest in financial services (prior experience beneficial but not required)
• Excellent communication and relationship-building skills
• Self-motivated with an entrepreneurial mindset
• Desire to continuously learn and develop professionally
• Willingness to obtain necessary licenses (we provide training and support)

Why Join Us?

• Career Growth: Clear pathway to leadership and potentially running your own agency
• Comprehensive Training: Industry-leading education and mentorship programs
• Work Flexibility: Build your business around your lifestyle
• Purpose-Driven Work: Make a real difference in families' financial futures

Responsibilities

• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.

Job Types: Part-time, Contract

Pay: $56, $98,500.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan

Work Location: Remote