Financial Planning Role for Career Changers
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
CDL Delivery Driver Class A or B
Marburger Farm Dairy, a family-owned and operated business since 1938, is dedicated to delivering high-quality local dairy products and exceptional service to our customers. As a valued member of our…
Shop Foreman
Job Description Job Description Salary: $34-$46 per hour DOE Structural Steel Foreman 1st Shift Location: Coatesville, PA Schedule: MondayFriday | 5:00 AM 3:30 PM Optional Saturday sh…
Sr Estimator - Water/Wastewater
Why Black and Veatch? Black & Veatch allows you to lend your talent and perspective to humanity’s biggest challenges in a flexibleenvironment where you are empowered to grow and explore new possi…
OB/GYN Physician Assistant
Geisinger, one of the premier tertiary medical systems on the east coast, serving the northeast and central Pennsylvania regions, has an opening for a Nurse Practitioner or Physician Assistant to joi…
Operations Treasury Analyst
: About the job: At Ampler, we welcome new and diverse talent ready to take on the next challenge in their career. Are you looking for an opportunity where you can utilize your professional exper…
Elementary SPED Teacher Clarion, PA
BlueCloud Staffing seeks a full-time Elementary Special Education Teacher to support students with diverse learning needs in Clarion, PA. The position involves delivering individualized instruction a…
Assistant Branch Manager
Position Title: Assistant Branch Manager Department: Management Supervisor: Branch Manager FLSA: Exempt Position Summary: Ensure efficient operation of the Branch to ensure customer …
VP of Product (Philadelphia)
Join our thriving CPA firm! Seeking Tax Managers for dynamic roles in small-town environment. This Jobot Job is hosted by: Eric Kee Are you a fit? Easy Apply now by clicking the Apply button an…
Crane Operator
Crane Operator Position Identification: Non-Exempt Reports to: Foreman Position Summary: ~ Operate, maintain, and inspect crane and rigs for construction projects as assigned. …
Manager Enrollment Services
Our organization is looking for dynamic individuals who love to learn, thrive on innovation, and are open to exploring new ways to achieve our goals.If this describes you, we want to speak with you. …