Wealth Management Advisor (In-Training)

GET MORE OUT OF YOUR CAREER
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

FINANCIAL PLANNING WITH OUR CLIENT
Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now is the time to get into the field of Financial Planning.

Our clients WMAs/Financial Professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. With over 50% of Americans citing that their financial planning needs improvement, a career in financial services provides abundant opportunities to serve this growing need!

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

THIS CAREER OFFERS YOU
-Guaranteed Compensation + Variable Commissions ($70-100K avg. first year compensation)
-The ability to positively impact someone else's life.
-Personalized mentoring, coaching, and hands on training programs.
-Assistance with licensure materials.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

-You know how to connect with people, building personal, trusted relationships.
-Financial planning is interesting to you.
-You’re a driven person who’s committed to succeeding.
-You’re ready to earn more for your hard work.
-You enjoy helping people make more informed, confident decisions.
-You have an entrepreneurial spirit with a passion for independence in your work but also being a part of a team culture.

Beyond income, you'll also have access to a comprehensive benefits package:
-Comprehensive medical, dental, and vision insurance.
-401(k) Retirement + Company Pension.
-Life and disability insurance.
-Leadership advancement opportunity.
-Volunteering & Community engagement.
-Reimbursement for licensing and ongoing education.

We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

**Please note a vehicle is REQUIRED for this position. Our client needs candidates who can commute to the office and also to client meetings outside of the city.

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