Overview No experience needed, performance based position. FULL training provided. State sponsored licenses. Join our dynamic team as a Licensed Financial Professional and become a vital partner in helping clients achieve their financial goals. This role offers an exciting opportunity to leverage your expertise in financial planning, investment management, and regulatory compliance to deliver tailored solutions that make a real difference. As a Licensed Financial Professional, you will provide comprehensive financial advisory services, develop personalized strategies, and foster lasting client relationships. Your proactive approach and industry knowledge will empower clients to navigate complex financial landscapes confidently and securely. Responsibilities Develop and implement customized financial plans that encompass estate planning, tax strategies, and wealth management solutions. Provide expert guidance on securities law, financial regulations, and compliance requirements to ensure adherence to industry standards. Manage investment portfolios by conducting thorough financial analysis, research market trends, and recommending suitable investment products. Maintain ongoing communication with clients to review portfolio performance, adjust strategies, and address evolving financial needs. Educate clients on financial concepts such as cash management, asset allocation, and risk mitigation to enhance their understanding and confidence. Stay current with industry knowledge of financial markets, regulations, and innovative financial software tools to deliver cutting-edge advice. Collaborate with banking services teams to offer integrated solutions that include banking products, asset management, and corporate accounting services. Skills Deep understanding of estate planning, wills, trusts & estate law, and tax experience for comprehensive client advising. Proven experience practicing in the securities industry with a strong grasp of securities law and FINRA (Financial Industry Regulatory Authority) regulations. Expertise in wealth management, investment advisory services, and portfolio management strategies. Strong knowledge of financial analysis, research methodologies, and the use of financial software for data-driven decision-making. Excellent client relationship management skills with the ability to communicate complex financial concepts clearly and effectively. Familiarity with industry regulations governing financial services and compliance standards to ensure ethical practice. Technical proficiency in financial concepts such as cash flow analysis, asset management, public accounting principles, and technical accounting practices. Embark on a rewarding career where your expertise transforms lives! We're dedicated to supporting your professional growth through ongoing training in financial markets knowledge, industry regulations, and client service excellence. If you're passionate about making a meaningful impact through finance while adhering to the highest standards of integrity and professionalism, this is the opportunity for you!

Pay:

From $250.00 per hour Application Question(s): If you are not licensed, are you willing to invest in order to obtain it? We have mandatory agent training every Tuesday. Will you be able to attend?

License/Certification:

Life Insurance License (Preferred)

Work Location:

In person