Qualifications

• Entrepreneurial mindset with strong interpersonal and communication skills.
• Desire to build a client-focused business and long-term career.
• Self-motivated, disciplined, and goal-oriented.
• Interest in financial services, wealth management, or business development.
• Prior experience in sales, finance, or client service is a plus.

Responsibilities

• Develop and maintain long-term client relationships through a client-first, consultative approach.
• Analyze clients' financial goals and design personalized strategies.
• Provide education and guidance to help clients make informed financial decisions.
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Build and grow your own book of business through networking, referrals, and marketing initiatives.
• Stay current on financial markets, products, and planning strategies.

Benefits

• Access to a collaborative network of experienced professionals and mentors.
• Advanced planning resources, digital marketing support, and business development tools.
• Flexible career path with entrepreneurial growth opportunities.
• Ongoing training, licensing support, and professional development.
• Technology platforms and tools to help streamline client engagement and planning.
• A culture focused on integrity, innovation, and long-term client success.