Wealth Management Planner
Location
United States
Posted
13 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
- No experience needed for this position.
- Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap.
-
Assist clients in achieving their short-term and long-term financial goals through our financial solutions, products, and services, which include but are not limited to:
- Retirement planning
- Wealth accumulation
- College planning
- Investments
- Insurance
- A flexible schedule is available for those looking to start or transition into a new career full-time or develop a new skill or obtain part-time income.
Qualifications
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Soft background check required
- Able to complete licensing requirements within 14 days
Job Requirements
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Soft background check required
- Able to complete licensing requirements within 14 days
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