Financial Professional Associate (CDP) – Training & Licensing

Mid-Atlantic Financial Group; United States; On-site; USD 50,000 - 75,000; Part time

Benefits offered by this job

Mentorship and team support

Paid leave

401(k) plan

Medical, dental, and vision insurance

Job summary

A financial services firm in the United States is seeking a motivated Financial Professional to join their team. This role involves developing client relationships, preparing financial plans, and guiding clients in achieving their financial goals. The firm offers a comprehensive training program, mentorship, and a competitive pay-for-performance compensation model. Applicants should be self-starters with strong communication skills, a problem-solving mindset, and a minimum educational background of a high school diploma. Benefits include potential commissions and access to health insurance plans.

Qualifications

• Prior sales experience and/or enjoy networking and seeking new clients.
• Must be a self-starter and engaging communicator.

Responsibilities

• Develop relationships with clients (both existing and prospective).
• Gather client information and build robust financial plans.
• Help clients prepare for their retirement.
• Prepare and review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Networking

Critical thinker

Education

College degree or equivalent work/life experience

Minimum high school diploma or GED equivalent

Job description

A financial services firm in the United States is seeking a motivated Financial Professional to join their team. This role involves developing client relationships, preparing financial plans, and guiding clients in achieving their financial goals. The firm offers a comprehensive training program, mentorship, and a competitive pay-for-performance compensation model. Applicants should be self-starters with strong communication skills, a problem-solving mindset, and a minimum educational background of a high school diploma. Benefits include potential commissions and access to health insurance plans.