Description
As an Associate Financial Planner, you'll learn how to acquire clients, deliver comprehensive financial planning strategies, and build your own book of business while developing the leadership skills necessary to advance within the firm. This is a sales-focused, performance-driven role with defined KPIs, structured mentorship, and a clear path to leadership.
You'll receive licensing sponsorship, hands-on coaching, and ongoing professional development while gaining experience in retirement planning, investment management, insurance, and comprehensive wealth management.
If you're competitive, coachable, and motivated by growth, this is an opportunity to build a rewarding career with significant income and leadership potential.
Responsibilities
$42
Qualifications
Preferred Qualifications
• Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field (preferred but not required)
• Previous experience in sales, customer service, athletics, leadership roles, ventureship, or campus organizations is a plus
We're Looking For People Who Are:
• Business-driven and self-motivated
• Competitive and results-oriented
• Interested in financial planning, business development, and leadership
• Comfortable building relationships and meeting new people
• Coachable with a strong desire for continuous growth
• Organized, disciplined, and goal-oriented
Requirements
• Ability to obtain Life & Health Insurance licenses, SIE, Series 7, and Series 63 (sponsorship provided)
• Strong communication and interpersonal skills
• Authorized to work in the United States
