Wealth Management Associate — Learn, Grow, Own Your Book

Forgent Ltda.; Flagstaff (AZ); On-site; USD 22,000 - 56,000; Full time

Benefits offered by this job

Series 65 materials paid

Stipend grows with your book

Mentor-based training

Job summary

Forgent Ltda. is seeking an Associate Financial Planner / Advisor in Flagstaff, AZ. You will learn financial planning one-on-one from a CFP® with over 35 years of practice and earn a monthly stipend while you start your career.

There is no license or industry experience required to begin. The firm covers the Series 65 materials and exam, and you will build a client base in your own community with mentorship and support to succeed.

Qualifications

• No license or industry experience required to start.
• Series 65 paid.
• Paid to learn, and paid more as you grow.
• Mentor with CFP® with 35+ years in practice.

Responsibilities

• Learn financial planning one-on-one from a CFP® with 35+ years in practice.
• Build a client base in Flagstaff, AZ and gain licensing at firm's expense.
• No sales quotas and no license or experience required to start.
• You'll be mentored, licensed, and able to own your client relationships.

Job description

Forgent Ltda. is seeking an Associate Financial Planner / Advisor in Flagstaff, AZ. You will learn financial planning one-on-one from a CFP® with over 35 years of practice and earn a monthly stipend while you start your career.

There is no license or industry experience required to begin. The firm covers the Series 65 materials and exam, and you will build a client base in your own community with mentorship and support to succeed.