Wealth Management Advisor - Mechanicsburg, United States - pontemla

pontemla
pontemla
Verified Company
Mechanicsburg, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
Job description


Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.

This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you


The role of an advisor:

  • Build relationships with prospective clients
  • Help clients think about future financial planning and personal goals
  • Constructing comprehensive plans
  • Educating clients on recommendations and sharing financial advice
  • Follow up with clientele to update their plans while their life and markets/economy change
  • Manage your practice with support from a major firm
  • Marketing and networking
Training will teach planning and business building fundamentals.

Comprehensive planning could include;

  • Savings, debt reduction and cash flow planning
  • Investment strategies and portfolio management
  • Retirement Planning and Retirement Income Planning for retirees
  • Insurance Planning: Life, Disability, Long Term Care
  • Estate Planning for charitable giving and passing down assets
  • Major purchase planning such as a house, business or education funding
  • Tax implications
The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000.

(More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice.

There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.


Qualifications:

  • Bachelors Degree
  • Being coachable
  • Desire to learn the planning profession
  • Desire to be in a client facing role open to networking and sales

Pay:
$82,000.00 per year


Benefits:


  • 401(k)
  • Health insurance

Compensation package:

  • Commission pay

Weekly schedule:

  • Monday to Friday

Work setting:

  • Inperson
  • Office

Education:


  • Bachelor's (required)

Experience:


  • Financial concepts: 1 year (preferred)

Work Location:
In person
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