What are the responsibilities and job description for the Financial Advisor position at Elevate Financial Planning and Wealth Management?
At Elevate Financial Planning and Wealth Management, a career as a financial advisor is a journey of professional growth and genuine impact. Our firm offers a unique space to develop not just as advisors, but as individuals dedicated to helping others navigate their financial landscapes. Emphasizing a collaborative approach, Elevate provides extensive training opportunities, fostering an environment where newcomers can gain the expertise needed to build and expand their own advisory practice.
On a daily basis, our advisors:
- Identify and set appointments with potential clients.
- Meet with clients to assess their financial needs.
- Develop customized financial plans to address each of the clients desired goals.
- Maintain strong relationship with clients, helping them track their progress over time.
- Provide ongoing consultation and support.
Some features of this position include:
- One-on-one training from seasoned leaders in the local financial planning industry
- A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
- Uncapped earning potential – advisors can make $60,000 - $100,000 their first year.
Job Requirements:
- Bachelor’s degree in business or industry-related field
- Ability to obtain series licenses.
- Must be a U.S. or Permanent Resident
Employment Type
- Full-time
- Option for remote as skills improve.
Salary : $60,000 - $100,000