Financial Planning & Advisory Associate

rekroot; Fargo (ND); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Paid Medical Insurance

Paid Dental Insurance

401(k) Retirement Plan with Company Match

Noncontributory Pension Plan

Group Term Life Insurance

Expense-paid Trips

Bonuses

Other Incentives

Job summary

An established industry player is seeking dedicated financial representatives who are passionate about helping individuals achieve their financial goals. This entry-level position offers comprehensive training and mentorship, ensuring you are equipped with the necessary tools to succeed. You will create personalized financial plans and build lasting relationships with clients, all while enjoying a supportive work environment. With a focus on integrity and community involvement, this role is perfect for those looking to make a positive impact in people's lives. Join a team that values character and results-driven success, and take the first step toward a rewarding career in finance.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary financial licenses.

Responsibilities

• Create and execute tailored financial plans for clients.
• Help individuals achieve their financial goals.

Skills

Integrity

Leadership Skills

Team-oriented

Results-driven

Relationship Building

Community Volunteer Spirit

Education

Active Life Insurance License

FINRA Securities Registration

Series 6 and/or 7 License

Series 63 License

Job description

An established industry player is seeking dedicated financial representatives who are passionate about helping individuals achieve their financial goals. This entry-level position offers comprehensive training and mentorship, ensuring you are equipped with the necessary tools to succeed. You will create personalized financial plans and build lasting relationships with clients, all while enjoying a supportive work environment. With a focus on integrity and community involvement, this role is perfect for those looking to make a positive impact in people's lives. Join a team that values character and results-driven success, and take the first step toward a rewarding career in finance.