About the job:
Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative. You will provide financial planning, consultation, and guidance to your clients as they pursue their financial objectives.
What you need:
Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and its world-class industry partners
Develop knowledge about diversified, balanced, resilient, and risk-free financial strategies and business concepts
Understand fixed, flexible, and variable investment, protection, and preservation methods that help clients achieve their specific outcomes
Connect with prospective clients to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
Build meaningful and lasting relationships and experiences with clients, business associates, and partners
Expand business, management, and leadership skills working with clients, team members, and new associates
Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses
We offer a comprehensive training program and ongoing support to help you thrive in your career, whether you are a new advisor or have years of experience.