FINANCIAL ADVISOR

Job Description:

Are you ready for an exciting career change and eager to learn the wealth management business from the ground up? We’re seeking passionate individuals with diverse professional backgrounds to join our team. This is a fantastic opportunity to work alongside an industry veteran committed to hiring, developing, and advancing women and minorities in the wealth management field. With hands-on training, an inclusive environment, and a clear pathway to becoming a top-tier wealth advisor, you'll receive the support and guidance needed to succeed. Plus, enjoy the financial stability of a stable salary while you learn and grow within the business.

What We Bring:

• Hands-on training from an experienced mentor
• Inclusive environment that champions diversity and inclusion
• Clear pathway to becoming a top-tier wealth advisor
• Stable salary while you learn and grow within the business

What You Bring:

• At least 5 years of workforce experience in any professional field
• Background as a teacher, real estate agent, mortgage broker, or recruiter (though all career changers are welcome!)
• Strong interpersonal and communication skills
• Demonstrated ability to learn and adapt quickly
• Passion for helping others achieve their financial goals
• Commitment to personal and professional growth

Responsibilities:

• Participate in comprehensive training programs to understand the fundamentals of wealth management
• Assist in developing financial plans and strategies for clients
• Work closely with senior advisors to gain hands-on experience
• Contribute to a culture of diversity, equity, and inclusion within the team
• Build relationships with clients and provide exceptional service

This is not just a job; it's a career transformation opportunity. If you're ready to embark on a new and rewarding journey in wealth management, we want to hear from you!