Community Wealth Advisor Growth & Impact

Mobile Chamber; Mobile (AL); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match

Roth options

Health insurance

Dental insurance

Career development opportunities

Job summary

Strategic Wealth Specialists is seeking a Financial Representative to help individuals and businesses protect assets and build wealth. You will analyze client information, craft tailored strategies, and grow a trusted practice serving your community.

You'll receive development, mentorship, and tools to market your services, with a competitive benefits package and opportunities for career advancement.

Qualifications

• Self-motivated, entrepreneurial mindset with drive to build relationships.
• Desire to help clients reach goals through long-term planning.
• Ambitious and eager for career growth and development.

Responsibilities

• Meet clients to understand goals and analyze financial information to craft plans.
• Develop and maintain a client base that values guidance and input.
• Keep financial plans current and aligned with client goals over years.

Skills

Self-motivated

Dynamic personality

Strong work ethic

High integrity

Entrepreneurial spirit

Education

Four-year degree or equivalent experience

Job description

Strategic Wealth Specialists is seeking a Financial Representative to help individuals and businesses protect assets and build wealth. You will analyze client information, craft tailored strategies, and grow a trusted practice serving your community.

You'll receive development, mentorship, and tools to market your services, with a competitive benefits package and opportunities for career advancement.