Personal Wealth Manager

Benefits

• 401(k)
• Flexible schedule
• Opportunity for advancement
• Training & development
• Tuition assistance
• Benefits/Perks
• Careers Advancement Opportunities
• Flexible Scheduling
• Competitive Compensation
• Assistant with Life Insurance, Securities (SIE, Series 6, Series 63) and MLO licenses

We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. No prior background or experience is required. The ideal candidate has excellent communication and presentation skills, and is willing to learn how to provide successful financial guidance.

• Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
• Make recommendations around a variety of financial products and services
• Network and develop relationships to create a strong client base
• Seek out opportunities to make presentations, provide education, and sell services
• Maintain up-to-date knowledge of the market and industry trends

• Life insurance license or Securities license preferred, but not required

Flexible work from home options available.