Aspiring Financial Advisor

MPPL Financial - the Path to Partnership MPPL Financial is looking to grow our team. Are you an aspiring financial advisor? Do you have great communication skills and a passion for helping others achieve their personal definition of success? Are you a self-starter, ethical and honest? Our Path-to-Partnership may be the career journey you are looking for. The right candidate will start in service/support, with aspirations to become a Lead Financial Advisor, helping drive the growth of the firm. With clear expectations, benchmarks, and processes, becoming a partner at MPPL is an achievable objective for anyone who is a self-starter and loves helping people. You have the opportunity to define and achieve your destiny as you help make a lasting, positive impact in the lives of your clients. We're firm believers in treating each client and every situation with unique care. We offer a wide array of financial planning services to help our clients achieve their personal, business, investment and retirement goals. What our clients want to achieve matters most to us, and it is our job to listen, strategize and develop plans that deliver. We operate as a team to drive impressive results, and we involve our clients as much as they prefer, every step of the way.

The Opportunity:

MPPL Financial is adding driven, client-first, professionals to our team. We are adding aspiring professionals, looking for a career path with un-limited potential.

Primary Responsibilities and Expectations:

Develop an understanding of the Financial Planning and Investment Management processes and the Firm products and services Client meeting preparation and follow-up. Data entry into financial planning software and other firm platforms Prepare error-free proposals and applications Follow-up on application, transfers and contracts to ensure they are completed in a timely fashion and address problems as they arise Keep Advisor(s) and Client Service team updated on client matters and issues Proficient with Windows-based software, including Microsoft Office suite Become proficient in the use of firm software relevant to client service Assist Advisor(s) with case design, modeling, and scenario building Assist Advisor(s) with plan and presentation development

Education/Experience:

Bachelors' degree. Preferred if in the fields of Accounting, Business, Economics, or Finance. Associate's degree may be considered with appropriate experience in the financial services industry.

Benefits:

Health Insurance, Paid Holiday, Paid Time Off, 401k with 3% employer contribution Submit cover letter and resume.

Job Type:

Full-time Pay:

$45,000.00 - $52,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Life insurance Paid time off Parental leave Professional development assistance Referral program

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Preferred)

Work Location:

In person