What You'll Do
Engage with clients and prospects to understand their financial goals and personal circumstances. Develop tailored financial strategies that support long-term security and help clients implement effective solutions. Build lasting relationships by providing thoughtful guidance and maintaining consistent, professional communication.
Work closely with experienced advisors to grow your knowledge and client base. Take part in a structured program designed to transition you into a full-time advisory role, with ongoing support and mentorship throughout your development.
Requirements
- Completion of a four-year college degree or four years of military service
- Proven initiative and a track record of achievement
- Entrepreneurial mindset with a drive to build and grow
- Strong interpersonal abilities and comfort with networking
Benefits
- 401(k) with company match
- Health, dental, and vision insurance
- Health savings account (HSA)
- Paid time off and bonus opportunities
- Flexible schedule with hybrid work options
- Full reimbursement for Life and Health licensing, Securities Industry Essentials, Series 7, and Series 66 exam preparation and fees
