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Financial Advisor (Training and CFP Track)

Company: The Pontem Group
Location: Braintree
Posted on: November 26, 2022

Job Description:

Job descriptionOur client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice.This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!The role of an advisor: Build relationships with prospective clients Help clients think about future financial planning and personal goals Constructing comprehensive plans Educating clients on recommendations and sharing financial advice Follow up with clientele to update their plans while their life and markets/economy change Manage your practice with support from a major firm Marketing and networkingTraining will teach planning and business building fundamentals.Comprehensive planning could include; Savings, debt reduction and cash flow planning Investment strategies and portfolio management Retirement Planning and Retirement Income Planning for retirees Insurance Planning: Life, Disability, Long Term Care Estate Planning for charitable giving and passing down assets Major purchase planning such as a house, business or education funding Tax implicationsThe average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.Qualifications: Bachelors Degree Being coachable Desire to learn the planning profession Desire to be in a client facing role open to networking and salesJob Type: Full-timePay: $82,000.00 per yearBenefits: 401(k) Health insurancePhysical setting: OfficeSchedule: 8 hour shift Monday to FridaySupplemental pay types: Bonus payAbility to commute/relocate: Braintree, MA 02184: Reliably commute or planning to relocate before starting work (Required)Education: Bachelor's (Required)Experience: Financial concepts: 1 year (Preferred) Sales: 1 year (Preferred)Work Location: One location

Keywords: The Pontem Group, Boston , Financial Advisor (Training and CFP Track), Accounting, Auditing , Braintree, Massachusetts

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