Financial Advisor/ Wealth Management Advisor

Nichols College; Dudley; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their dynamic team. This full-time role in wealth management offers a unique opportunity to build your own business while receiving comprehensive training and support. Ideal candidates will possess a strong work ethic and interpersonal skills, with a desire to help others achieve their financial goals. With a commission-based pay structure, you have the potential to significantly increase your earnings while making a positive impact in your community. If you are ready to take control of your future and thrive in a team-oriented culture, this could be the perfect fit for you.

Benefits

401(k)

401(k) matching

Flexible spending account

Health insurance

Health savings account

Life insurance

Referral program

Vision insurance

Free Licensing

Access to study and licensing materials

Qualifications

• 4-Year Degree minimum is required.
• Desire to help others and build a business.
• Must obtain state Life/Health Insurance License.

Responsibilities

• Expand business practice using effective prospecting strategies.
• Identify and cultivate new client relationships.
• Provide financial solutions to clients.

Skills

Interpersonal & Relationship skills

Strong work ethic

Coachable

Prospecting and referral-based strategies

Education

Bachelor's Degree

Tools

Proprietary Planning Software

Job description

Recruitment began on May 6, 2025

and the job listing Expires on July 1, 2025

Full-Time Job, Internship Accounting, Data Analytics, Economics & Finance

WESTPAC WEALTH PARTNERS CAREER DESCRIPTION
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you*. If you have the desire to make a difference in your community and be directly rewarded for your efforts, this could be one of the best careers for you.

About WestPac
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.

The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are

Career Requirements
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success.

In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.

• 4-Year Degree minimum
• Desire to help others
• Interpersonal & Relationship skills
• Desire to build a business for yourself but not by yourself
• Strong work ethic
• Coachable
• Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66

What We Provide

• Best-In-Class, Proprietary Training and Education Systems
• Proprietary Planning Software
• Team-Work Culture
• Free Licensing
• Access to study and licensing materials – reimbursements for tests.
• Advanced Planning Team
• Accountability and Marketing Coaches

Job Type: Full-time

Pay: Commission based

• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Referral program
• Vision insurance

Compensation Package:

• Commission only
• Commission pay
• Signing bonus

Education:

• Bachelor’s (Required)

Experience:

• Financial concepts: 1 year (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)
• Series 7 (Preferred)
• Securities Industry Essentials (Preferred)
• Series 66 (Preferred)

* Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680| 2022-147501 | Exp. 12/24