Financial advisors partner with clients to help them achieve their long-term financial goals. They develop and grow their own practice, supported by their branch team and the firm. The firm provides paid training, a firm-provided branch office, and support to help financial advisors succeed.
Requirements
- Build relationships to create new clients
- Understand clients' and prospective clients' needs, priorities, and concerns
- Oversee branch processes and roles
- Engage the branch team to create and adjust the branch business plan
- Create a highly engaging environment in the branch
Benefits
- Paid training
- Salary for the first five years
- Firm-provided branch office
- Branch office support
- Compensation package with opportunities for commissions, profit sharing, and incentive travel
- Flexibility to balance personal and professional lives
- Culture of continuous improvement and professional development
- Medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage
- 401k retirement plan, health savings account, and flexible spending account
- Paid sick leave and paid time off
- Bonuses, profit sharing, paid medical and parental leave, and participation in the firm's Travel Award Program
- Employee Assistance Program