Certified Financial Planner

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role. Responsibilities: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Life & Health Insurance License (preferred) • FINRA Series 6 or 7, 63 (preferred) Compensation: $85,000 - $120,000 per year

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Compensation:
$85,000-$120,000 per year