Wealth Management Representative

We are a leading non-captive fintech brokerage partnering with over 25 A-rated Fortune 500 financial institutions. Our mission is to help 100 million families by 2030, leaving no family behind. We're revolutionizing financial services by combining expert guidance with cutting-edge technology to create seamless digital experiences for our clients.

The Opportunity

We're seeking a driven Wealth Management Representative to join our growing team. In this role, you'll help clients develop comprehensive retirement strategies while building your own professional practice within our supportive framework.

Key Responsibilities

• Provide personalized retirement planning solutions to clients
• Educate clients on retirement asset growth and protection strategies
• Conduct needs analyses and recommend appropriate financial products
• Build and maintain long-term client relationships
• Leverage our digital platforms to enhance client experience
• Stay current on industry regulations and product offerings

Qualifications

• Strong interest in financial services (prior experience beneficial but not required)
• Excellent communication and relationship-building skills
• Self-motivated with an entrepreneurial mindset
• Desire to continuously learn and develop professionally
• Willingness to obtain necessary licenses (we provide training and support)

Why Join Us?

• Unlimited Income Potential: Commission-based compensation structure with no ceiling
• Career Growth: Clear pathway to leadership and potentially running your own agency
• Comprehensive Training: Industry-leading education and mentorship programs
• Work Flexibility: Build your business around your lifestyle
• Purpose-Driven Work: Make a real difference in families' financial futures

Job Types: Full-time, Part-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Life insurance
• Professional development assistance
• Retirement plan

Work Location: Remote