Financial Planner (career changers desired)
Are you looking to make a positive impact on your community while building a rewarding career with unlimited potential? We are seeking a passionate individual to join our team as Financial Planner. No prior experience is required – we provide comprehensive training to set you up for success!
What We Offer:
-Paid Training: Start your career with confidence through our extensive training program, known as the best in the industry.
- Ongoing Training and Mentorship: Continue to grow with ongoing training and mentorship opportunities.
- Career Growth: Unlock growth opportunities for management careers as you advance.
- Bonus Opportunities: Achieve your goals and be rewarded with performance-based bonuses.
- Great Benefits: Enjoy a comprehensive benefits package including health, dental, and vision insurance.
- Pension Plan: Secure your future with our competitive pension plan.
Role and Responsibilities:
- Conduct Thorough Financial Assessments: Understand clients' needs and objectives to provide personalized solutions.
- Develop Tailored Financial Plans: Create comprehensive plans that encompass risk management, asset management, and investment strategies.
- Provide Guidance on Estate Planning: Advise clients to ensure their assets are protected.
- Insurance Planning: Identify clients insurance needs to protect their income, family and retirement dollars.
- Stay Informed on Regulatory Changes: Keep up-to-date with securities law and regulatory changes that may impact clients' investments.
- Educate Clients: Enhance clients' understanding of financial concepts and products.
- Collaborate with Financial Professionals: Work with other experts to deliver comprehensive financial solutions for clients.
Qualifications:
- Passion for Helping Others: A desire to make a positive impact in the community.
- Motivated and Goal-Oriented: Driven to achieve success and exceed performance expectations.
- No Prior Experience Needed: We provide all the training and support you need to succeed.
Join Our Team:
If you are ready to build a fulfilling career with the independence most people dream of, we want to hear from you! Apply today to become a Financial Planner and start making a difference in Palm Beach Gardens, Florida.
To Apply:
Please submit your resume and a brief cover letter explaining why you are interested in this opportunity.
Sean Mullin, CLTC
Financial Advisor & Field Director
3300 PGA Blvd, Suite 400, Palm Beach Gardens Fl, 33410
P: 561-284-8092 | [email protected]
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Job Type: Full-time
Pay: $81,000.00 - $206,000.00 per year
Benefits:
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Parental leave
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
- Signing bonus
Schedule:
- Choose your own hours
- Monday to Friday
Education:
Ability to Commute:
- Palm Beach Gardens, FL 33410 (Required)
Work Location: In person
