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Bowling Green

    Financial Advisor - Bowling Green, United States - Lead Advisor

    Lead Advisor
    Lead Advisor Bowling Green, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    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.

    Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice. 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

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