Wealth Management Advisor (Training and CFP Track) Position Available In Berkeley, South Carolina
Tallo's Job Summary: Our client, PONTEMLA.com in Charleston, SC, is seeking a Wealth Management Advisor (Training and CFP Track) to join their financial advisor training program. This full-time position offers a salary of $82,000 per year with benefits including 401(k), health insurance, and life insurance. The role entails building client relationships, creating financial plans, and providing recommendations on savings, investments, retirement, and insurance planning. Qualifications include a Bachelor's degree, coachability, and a desire to learn and excel in a client-facing role.
Job Description
Wealth Management Advisor (Training and CFP Track) PONTEMLA.com Charleston, SC 29406 Financial Advisor Trainee Our client, a financial planning organization, is hiring for their financial advisor training program. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), and be provide with training, infrastructure and mentorship to build a practice. This is an entrepreneurial opportunity to build a business while having access to support and not a traditional employee role.
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 to build your clientele Advisors typically assist client with various types of planning:
- Savings 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 and education funding
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:
$82,000.00 per year
Benefits:
401(k) Health insurance Life insurance
Compensation Package:
Bonus opportunities Commission pay
Education:
Bachelor’s (Required)
Work Location:
In person
