Financial Advisor

Compass Capital Management LLC; Metairie (LA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Subsidized training

Mentorship program

Ongoing support

Competitive product access

Job summary

Compass Capital Management LLC invites you to explore a career as a Financial Advisor. You will receive subsidized training, mentorship, and ongoing support to help you succeed as you build your own client base with Cetera Wealth Management Group.

The role offers a pathway to independence with expert guidance and a strong team behind you. Ideal candidates have or can obtain FINRA Series 7/66 registrations, a preferred bachelor’s degree, and prior sales experience or familiarity with financial

Qualifications

• FINRA Series 7 and 66 registrations, or ability to obtain.
• Prior sales experience and familiarity with financial planning processes are advantageous but not required.
• Proven ability to work hard with a track record of success is required.

Responsibilities

• Build and grow your own client base with guidance from a mentorship program.
• Receive paid training and ongoing support to succeed.
• Operate with independence while leveraging a supportive team.

Skills

Series 7/66 registrations

Bachelor's degree preferred

Sales experience

Financial planning knowledge

Proven hardworking

Education

Bachelor's degree preferred

Job description

Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training period, mentorship opportunities, and ongoing support from product specialists to help you succeed.

At our firm, you'll have the opportunity to build your own business without limits. Supported by both our local office and Cetera Wealth Management Group, a respected broker dealer, you'll receive comprehensive training through our thorough advisor training program. This paid training initiative is designed to equip you with the skills and support needed to establish and grow your own client base.

Why Choose Financial Advising?

• Impactful Work: Help individuals and businesses secure their financial futures and inspire positive change through actionable financial advice.
• Unlimited Earning Potential: Your income potential is uncapped, reflecting your dedication and success.
• Continuous Learning: Engage in a dynamic industry that evolves constantly, fostering your growth as a lifelong learner.
• Independence with Support: Operate as your own boss while benefiting from the mentorship and camaraderie of experienced colleagues.
• Work-Life Balance: Enjoy autonomy over your schedule and achieve work-life harmony.

Our financial advisors benefit from a dedicated support team, streamlined business processing, and access to a diverse range of competitive products and services including insurance, investments, and fee-based financial planning. We prioritize your professional development and success.

We are Seeking the Follow Qualifications:

• FINRA Series 7 and 66 registrations, or ability to obtain.
• Bachelor’s degree is preferred.
• Prior sales experience and familiarity with financial planning processes are advantageous but not required.
• Proven ability to work hard with a track record of success is required.

We are looking for individuals with exceptional interpersonal skills and a passion for helping others. Whether you're starting your career, changing your career, or looking to advance your finance career, Compass Capital Management welcomes you to explore this opportunity