Financial Advisor Trainee HS

Van Clemens & Co., Inc.; Minneapolis (MN); Remote; USD 50,000 - 85,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team as Financial Advisors. This unique opportunity allows you to enter the Financial Services Industry with a base salary while receiving paid training to obtain necessary licenses. You will engage with clients, build financial plans, and provide tailored advice to help them achieve their financial goals. With a supportive team and proven systems in place, you will have access to a limitless pool of prospects and the tools you need to succeed. If you are passionate about helping others and eager to learn, this role could be your perfect fit.

Benefits

401(k) with Match

Health Insurance

Vision Insurance

Health Savings Account

Paid Time Off

Qualifications

• Ambitious individuals passionate about financial planning and helping clients.
• Self-starters with a history of success and strong interpersonal skills.

Responsibilities

• Meet with clients and prospects to build financial plans and provide advice.
• Engage with clients to understand their financial goals and implement strategies.

Skills

Interpersonal Skills

Networking Skills

Problem-Solving

Financial Planning

Client Engagement

Education

4-year College Degree

4 years of Military Experience

Job description

This is a very unique opportunity to enter the Financial Services Industry to become a Financial Advisor. Van Clemens Financial is looking for 100 men and women who aspire to become a Financial Advisor. We offer remote as well as physical locations across the country. For this position, we offer:

• A base salary of $50,000 to $85,000 per year while training and continuing into your third year.
• Paid training to obtain Life and Health license as well as Securities Industry Essential, Series 7, and Series 66.
• Opportunities for an established book of business when licensed and trained.

In this role, you will meet with prospects and clients, solve problems, build financial plans, give advice, and help implement the best strategies and solutions for your clients. If you are passionate about meeting new people and sharing your knowledge, this might be the perfect role for you. There is a tried and true path to success for anyone who is coachable and willing to put in the effort!

Our organization is a national Financial Planning & Advisory Firm, with clients all across the country and remote opportunities as well. The team is growing and expanding, looking to add Financial Advisors to our team. The company focuses on long-term options for their clients, through normal financial planning as well as alternative investments. Engaging with clients on a personal and professional level to understand the different pieces of their plan and how those come together for a strong financial future is key for this organization owner.

You Are:

• An ambitious Financial Advisor Aspirant who loves people and financial planning.
• Driven, open to learning new things, always looking for ways to leave people better than you found them.
• An established firm with a stellar reputation, thousands of clients, refined processes, a talented team, and a marketing machine in place.
• A firm that works with our clients to identify their retirement goals, help them create and implement a sound, personalized retirement plan, and guide them throughout the journey.

Working Here:

You’ll have a 'track to run on', systems and processes that work, a limitless pool of high-quality prospects who know who you are, and a supportive team around you. You’ll spend most of your time meeting with those who you can help both in-person and virtually, helping them build financial plans, giving advice and problem-solving, and implementing recommendations.

If you love meeting new people, are good on the phone and in person, have a fantastic work ethic, and you’re passionate about helping people achieve their financial goals, you’ve found your dream job.

Job Type: Full-time

• 401(k) with Match
• Health Insurance
• Vision insurance
• Health savings account
• Paid time off
• Physical Setting: Office
• Schedule: Monday to Friday

Preferred Qualifications:

• 4-year College Degree or 4 years of Military experience
• Self-starter and highly motivated
• History of Success
• Strong interpersonal and networking skills