Wealth Management Advisor - Worcester, United States - PONTEMLA

PONTEMLA
PONTEMLA
Verified Company
Worcester, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

The Role of a Financial Advisor:

  • Build your own Financial Planning Practice
  • Client Acquisition & Marketing
  • Client Financial Analytics & Case Development
  • Financial Plan Design
  • Sophisticated Asset Management and Protection Product Implementation
  • On Going Service
  • Motivated to work in a client facing role
  • Desire to help people, including individuals, families, and businesses
  • Team oriented, and comfortable with preparing and delivering presentations
  • Competitive, with an entrepreneurial spirit and a vision to build and grow your own business
  • High standards of integrity, competency, work ethic, and professionalism
  • Experience with marketing, sales, or finance a plus

Pay:
$ $70,000.00 per year


Benefits:


  • 401(k)
  • 401(k)
matching

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Pay:
$70,000.00 per year


Benefits:


  • 401(k)
  • Health insurance

Compensation package:

  • Bonus opportunities

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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