Wealth Management Advisor (CFP track)
:
Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.
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
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
- Tuition reimbursement
- Vision insurance
Job Type: Full-time
Job Type: Full-time
Pay: $70,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation package:
- Commission pay
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
Education:
- Bachelor's (Required)
Ability to Relocate:
- Pittsburgh, PA: Relocate before starting work (Required)
Work Location: In person
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