Financial Advisor - Top Fast Growing Investment Company

COMPENSATION/PERKS/INTEL:

• Based on Net Model: 1st Year Total Earnings: $150,000 - $200,000+
• 100% Remote Role
• Health Care Plan (Medical, Dental & Vision)
• Life Insurance (Basic, Voluntary & AD&D)
• Short-Term & Long-Term Disability
• Vacation, PTO, Sick Time Off
• Company-Sponsored Quarterly Trips
• 100% Virtual (Within the US)
• Prospecting Expenses & Travel Covered
• Provide Pre-Set, Qualified Leads to Bring In New Clients
• Robust Internal Resources, Including Centralized Investment Management
• All Operational Resources are Company-Provided
• Company-Sponsored Quarterly Trips

NOTABLE ACHIEVEMENTS/AWARDS:

• 4.5 Star Rating on Investor.com
• 40% Growth over 3 Years
• Top 20% Financial Firm in the US
• Competing w/ the Top 4 Financial Firms

RESPONSIBILITIES:

• Grow Revenue by Building Relationships
• Build and Maintain a Client Portfolio
• Bring in New Prospects & Grow Existing Relationships
• Ownership over Investment Management, Financial Planning, & Income Strategies
• Meet & Exceed Sales Goals

REQUIRED QUALIFICATIONS:

• 3+ Years of Successful Financial Planning Experience
• Bachelor's Degree from Accredited University
• $30 Million+ in Managed Assets
• Experience Growing Book of Business
• Able to Bring Your Book of Business With You Without Any Restrictions
• Have at least one of CFP, CFA, or CPA (CFP or/and CFA strongly preferred)