About the job :
Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative. You will provide financial planning, consultation, and guidance to your clients as they pursue their financial objectives.
What you need :
- Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and its world-class industry partners
- Develop knowledge about diversified, balanced, resilient, and risk-free financial strategies and business concepts
- Understand fixed, flexible, and variable investment, protection, and preservation methods that help clients achieve their specific outcomes
- Connect with prospective clients to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
- Illustrate and present plans for retirement, investment, college / savings, and lifetime income generation
- Build meaningful and lasting relationships and experiences with clients, business associates, and partners
- Expand business, management, and leadership skills working with clients, team members, and new associates
- Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses
We offer a comprehensive training program and ongoing support to help you thrive in your career, whether you are a new advisor or have years of experience.
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