Financial Advisor
WestPac Wealth Partners
CAREER DESCRIPTIONAt WestPac Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you.Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients' visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here:
REQUIREMENTSWhen searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.REQUIREMENTS4-Year DegreeEntrepreneurial MindsetDesire to Help OthersHighest Level of Integrity & EthicsInterpersonal & Relationship SkillsAffinity for Education & Professional DevelopmentGoal & Commitment OrientedSIE, Series 7 & 66 License, Life and Health (Have or will Obtain)WHAT WE PROVIDEIndustry-Leading, Proprietary Training and Education SystemsProprietary Planning SoftwareTeam-Work CultureFree LicensingAccess to study and licensing materials– reimbursements for tests.Advanced Planning TeamAccountability and Marketing CoachesLearn more about our accolades here: | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. xhyhwjd OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 View phone number on click.appcast.io. . PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License#0I29680| 7540390.1 Exp. 01/27Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) |Vacancy posted 2 days ago
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