Wealth Management Advisor - Drive your own vision at a Financial Firm that loves to compete
Three Pillars Capital - a competitive and achievement oriented firm, is seeking persons who get excited and would enjoy:
- A company who understands supporting a driven and confident individual, so YOU can achieve your goals producing mutually beneficial outcomes for all involved
- An environment with autonmy, and the ability to take control of your own destiny and be rewarded accordingly (professionally, personally, emotionally)
- Where there is value in building strategic relationships with clients, peers and team members so all parties benefit - and you lead the way with courage and grit
- Challenging conversations strategic in nature, focusing on your ability to influence and motivate people to action - helping all involved win
- Having experienced support (mentors, staff, leadership) in your corner, helping provide detailed and timely execution of already established structures/processes - allowing you to focus on engaging directly with potential clients to grow your impact and drive scale
- Knowing the "boundaries" of key aspects of a solid financial plan - in the end doing what is right for the client; while allowing creativity and problem solving for each individual situation -- you thrive FINDING A WAY to solve the problem, instead of limiting you to a rigid and inflexible system
- Getting rewarded financially for your willingness to put in the work, take ownership & accountability, and driving towards growing your own financial services practice
- Hates to lose, is relentless toward achieving their focus, and is comfortable in an environment that starts with challenge, and provides unlimited problems to solve and goals to achieve as you grow and scale
This Career Offers You:
- The chance to own your own business, reducing initial infrastructure expenses by having experts supporting you as you assertively seek to impact clients and their families
- Income driven by a few key (well studied, historically proven) metrics - no limitation on achieving those metrics as quickly as you decide is impactful for you (speed up the timeline of your success...if you think you can!)
- A company LOGO (Three Pillars Capital) which will instantly create credibility so all you have to do is bring the passion and strategy
- Coaching, guidance and proven mentorship. You will not be micro-managed, although you will see the incredible value of the support systems provided, as well as aligning with visionary leaders so together you create rocket fuel
- The opportunity to risk success by betting on yourself and being encouraged for your relentless drive
A Career with Endless Opportunities:
- Most companies often limit the most driven, visionary, goal focused team members - mainly because there is only room for 1 'boss' -- at Three Pillars, our Founder leads the way and welcomes success - "a rising tide lifts all boats"...as long as the tide comes in, there will be plenty of room for success for all the boats
- Financial Planning Designations (CFP, CLU, ChFC, CLTC, MSFS, CPWA and more), we have data and analytics over 70+ years that predicts growing impact, income and client satisfaction for advisors who challenge themselves to grow their industry knowledge to better serve their clients
- Potential partnership; our Founder, for the right team member - believes abundance creates abundance - if you prove your worth, he will share his
- A leader who is not afraid to challenge you, make you better, and help improve your self-awareness, all with the desire and passion to allow you to be more, see more, achieve more.
All we ask of you is:
- Humility and willingness to want to be better. We do not mind your ego or your confidence. We do not want arrogance or an inability to be coachable. We win, we lose, we keep learning and moving forward - never giving up until success comes, always remaining grateful and humble -- constantly hungry for more.
- If you are reading this Job Description and thinking - "Holy cow, finally a place that encourages assertive and disruptive behaviors" - you are reading it correctly. If/When you join this opportunity, our leader will sit with you to learn your goals, while he shares his - so together you can help each other reach success.
- Learn our structure - not be bound or limited by it. Be open-minded enough to learn the value of these systems and we will allow more flexibility as you prove success within our team.
About Three Pillars Capital from our founder:
For me, this job is personal. I watched my parents make financial mistakes that caused undue stress for our family, and I want to help others avoid those same kinds of mistakes. My parents’ missteps weren’t for a lack of drive or resources, but a lack of clarity and direction. I know financial planning can be complicated, which is why I’ve made it my mission to simplify the process for others. My team and I take complex financial situations and create detailed, practical plans that help clients understand where they are and exactly how to get where they want to be.
Job Type: Full-time
Benefits:
- 401(k) with matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
Work Location: In person
As part of the next steps of connecting, in addition to submitting your resume, please find 7-8 minutes complete a simple two question survey. Only candidates who submit their resume & complete the survey will be eligible for an interview.
Copy the the link into a new tab to complete the survey below.
https://go.cultureindex.com/p/vZVDqzodAh1k
Job Type: Full-time
Pay: $60,000.00 - $500,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
