Responsabilities
Ability to pass background check Willingness and ability to learn Have excellent people skills; enjoys interacting with others
Ability to gain the confidence and trust of othersCan build and maintain long-term business relationships
Have a high level of integrity, dedication, and desire to succeedHave an entrepreneurial, forward-thinking mindset Looking to start a career in the finance industry
Drive to excelIntegrity Heart of a teacher Essential Position Duties
Build client relationships and offer a positive customer service experience
Learn client’s financial goals/ concerns, and work with our team to develop an appropriate strategy that fits client’s needs and leads them to their financial goals
Generate new relationships with prospective clients and set face-to-face meetings with new opportunities
Learn the Company advisor training program and successfully apply it to other new applicants upon proven mastery Advisors who quickly master this training are meeting with clients, working face-to-face. For new advisors, this is done under the guidance of one of our mentors.Our goal is to help our clients achieve their most important financial goals, while helping our staff develop a stable career in a growing, in-demand industry.
