Financial Planning Role for Career Changers
Job Description
Job Description
Do you feel stuck in your current industry? Are you looking for a way to be your own boss while also making a massive positive impact on the financial lives of individuals and businesses? Apply today for our entry level role to go through our training program, become fully licensed, and truly learn how to build your own fee based financial planning practice.
What do you need to be successful?
- Coachable and being able to be pushed to the edge of your comfort zone.
- A dedicated work ethic: independent, self-motivated and goal oriented.
- Strong relationship building skills with a focus on putting people first
How will you get started? You will…
- Partner with senior advisors to assist with their lower-level clients.
- Develop and maintain long-term relationships with your own clients and clients of the firm.
- Provide financial planning solutions through fact finding and needs analyses.
We will help you by providing…
- Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
- Initial stipends to subsidize income.
- Opportunities for collaboration and mentorship from advisors 20+ years in the financial services business
- Cutting edge technology that makes doing business much easier.
- A team-based environment that sees collaboration as key to success.
Recommended Jobs
Agency Partner
Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in histo…
Private Practice/Shareholder - Eastern PA
Private Practice is seeking a Family Medicine physician to join a 45-physician, multi-specialty group in Eastern Pennsylvania. About the opportunity Group has 9 locations in eastern Pennsylv…
Project Manager
Job Description Job Description Salary: Location: USA Travel required: Yes Excellis Health Solutions, LLC an NNIT, Inc group company is a leading strategic management consulting ser…
AWS Developer
Responsibilities ~ Full stack developer with Angular and AWS experience Qualifications Strong UI/Angular with AWS experience Provides senior level system analysis, design, development, a…
Host - The Ranstead Room
Tucked away in a dark and moody space behind a nondescript door, The Ranstead Room , affiliated with STARR Restaurants is Philadelphia’s best-kept nightlife secret. Not everyone knows where to go …
Certified Occupational Therapy Assistant
Job Description Job Description H2 Health Prime Living - Lebanon, PA Part-Time (15+visit/week) or Full-Time (34+visits/week) - Flexible Schedule! Are you looking for a place where you can th…
Account Manager-Americas
Job Description Job Description Innovative Systems, Inc. / FinScan is a leading global provider of Cloud and on-premise software data management solutions, in the fast-growing risk and complianc…
CDL Truck Driver, M-F, Home Daily
CDL-A Driver (Tanker) (no hazmat) - Local, Home Daily Why work for Gregory Packaging Inc. SunCup Juice? American based company that is 3 generations – family owned Highly successful and grow…
Anesthesiologist needed in Pennsylvania
All Star is looking for an Anesthesiologist for locums in Western Pennsylvania. Start date: April 7 - June (potential to extend) Must be BC'd or truly BE and hold an active PA license M…