Own Your Financial Advisory Practice — Free Licensing

WestPac Wealth Partners; Missoula (MT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Industry-Leading Training and Education Systems

Free Licensing

Access to Marketing Coaches

Job summary

WestPac Wealth Partners in Missoula, Montana, seeks driven individuals for wealth management advising. This role focuses on expanding a business practice through effective prospecting and maintaining high ethical standards while helping clients with financial goals.

Candidates should possess a 4-year degree and a desire to assist others. WestPac offers industry-leading training, free licensing, and a supportive team culture to foster professional growth.

Qualifications

• Bachelor's degree in any field.
• Desire to help others with financial planning.
• Strong integrity and ethical standards.

Responsibilities

• Expand business practice through effective prospecting.
• Identify and cultivate new client relationships.
• Follow referral-based strategies to grow client base.

Skills

Desire to Help Others

Highest Level of Integrity & Ethics

Interpersonal & Relationship Skills

Goal & Commitment Oriented

Affinity for Education & Professional Development

Education

4-Year Degree

SIE, Series 7 & 66 License, Life and Health (Have or will Obtain)

Job description

WestPac Wealth Partners in Missoula, Montana, seeks driven individuals for wealth management advising. This role focuses on expanding a business practice through effective prospecting and maintaining high ethical standards while helping clients with financial goals.

Candidates should possess a 4-year degree and a desire to assist others. WestPac offers industry-leading training, free licensing, and a supportive team culture to foster professional growth.