Financial Advisor - Top Fast Growing Investment Company
COMPENSATION/PERKS/INTEL:
- Based on Net Model: 1st Year Total Earnings: $150,000 - $200,000+
- 100% Remote Role
- Health Care Plan (Medical, Dental & Vision)
- Life Insurance (Basic, Voluntary & AD&D)
- Short-Term & Long-Term Disability
- Vacation, PTO, Sick Time Off
- Company-Sponsored Quarterly Trips
- 100% Virtual (Within the US)
- Prospecting Expenses & Travel Covered
- Provide Pre-Set, Qualified Leads to Bring In New Clients
- Robust Internal Resources, Including Centralized Investment Management
- All Operational Resources are Company-Provided
- Company-Sponsored Quarterly Trips
NOTABLE ACHIEVEMENTS/AWARDS:
- 4.5 Star Rating on Investor.com
- 40% Growth over 3 Years
- Top 20% Financial Firm in the US
- Competing w/ the Top 4 Financial Firms
RESPONSIBILITIES:
- Grow Revenue by Building Relationships
- Build and Maintain a Client Portfolio
- Bring in New Prospects & Grow Existing Relationships
- Ownership over Investment Management, Financial Planning, & Income Strategies
- Meet & Exceed Sales Goals
REQUIRED QUALIFICATIONS:
- 3+ Years of Successful Financial Planning Experience
- Bachelor's Degree from Accredited University
- $30 Million+ in Managed Assets
- Experience Growing Book of Business
- Able to Bring Your Book of Business With You Without Any Restrictions
- Have at least one of CFP, CFA, or CPA (CFP or/and CFA strongly preferred)