Wealth Management Advisor (Training and CFP Track) Position Available In Monmouth, New Jersey

Wealth Management Advisor (Training and CFP Track) PONTEMLA.com Wall, NJ 07719 Job description Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice. This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!

The role of an advisor:

• Build relationships with prospective clients
• Help clients think about future financial planning and personal goals
• Constructing comprehensive plans
• Educating clients on recommendations and sharing financial advice
• Follow up with clientele to update their plans while their life and markets/economy change
• Manage your practice with support from a major firm
• Marketing and networking Training will teach planning and business building fundamentals. Comprehensive planning could include;
• Savings, debt reduction and cash flow planning
• Investment strategies and portfolio management
• Retirement Planning and Retirement Income Planning for retirees

Insurance Planning:

Life, Disability, Long Term Care

• Estate Planning for charitable giving and passing down assets
• Major purchase planning such as a house, business or education funding
• Tax implications There is not a base salary or hourly wage as this is an opportunity to build a supported practice.

There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Qualifications:

• Bachelors Degree
• Being coachable
• Desire to learn the planning profession
• Desire to be in a client facing role open to networking and sales

Job Type:

Full-time Pay:

$70,000.00 – $200,000.00 per year

Benefits:

401(k) Health insurance

Compensation Package:

Bonus opportunities

Education:

Bachelor’s (Required)

Work Location:

In person