Financial Advisor: Build Your Own Practice

University of Delaware; Farmington, Northern (CT, KY); Híbrido; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Tuition reimbursement

401(k) with match

Health and dental insurance

Defined Benefit Plan

Mentorship and career development

Descripción de la vacante

Certified Financial Services (CFS) is seeking entrepreneurial, self-motivated financial professionals to help clients achieve financial goals. You’ll receive in-depth training and mentorship to build a client base and guide financial decisions with a focus on work-life balance.

We offer opportunities to develop your practice with robust tools, ongoing education, and a supportive environment that rewards growth and leadership.

Formación

• Must be a US citizen or permanent resident.
• Must be able to commute to Paramus, NJ or Farmington, CT

Responsabilidades

• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

Conocimientos

Client relationship building

Entrepreneurial spirit

Lifelong learner

Self-motivation

Descripción del empleo

Certified Financial Services (CFS) is seeking entrepreneurial, self-motivated financial professionals to help clients achieve financial goals. You’ll receive in-depth training and mentorship to build a client base and guide financial decisions with a focus on work-life balance.

We offer opportunities to develop your practice with robust tools, ongoing education, and a supportive environment that rewards growth and leadership.