Financial Services Associate

About the Role

This is a disciplined career opportunity for motivated, coachable individuals ready to take control, develop financial skills, and build a different financial future. We are looking for individuals who want to learn, grow, lead, and build their own office.

Key Responsibilities

• Build and develop professional relationships.
• Identify and connect with prospective clients.
• Conduct financial education and needs-based conversations.
• Follow up and build long-term relationships.
• Participate in training, coaching, and team development.
• Study for and obtain required state licenses.
• Continuously improve communication, leadership, and business skills.

What You'll Learn

• Principles surrounding financial education and wealth-building strategies.
• Asset protection and risk management.
• Retirement planning.
• Long-term Health and Life concepts that build, preserve, and grow WEALTH and family LEGACIES.
• Entrepreneurship and development.
• Client relationship management.
• Leadership and team development.
• Building and growing a professional practice.
• Skills such as communication, leadership, sales, entrepreneurship, financial literacy, and personal development.

Requirements & Tech Stack

• NO COLLEGE DEGREE REQUIRED.
• Must be over the age of 18.
• Must be able to pass a background check.
• Must be willing to study for and pass your state licensing examination.
• Must be willing to participate in training and ongoing professional development.
• Must be coachable, dependable, and committed to consistent action.
• Willingness to learn, work consistently, accept coaching, and take responsibility for results.

Qualifications

• Motivated and coachable individuals.
• Willingness to learn, grow, and lead.
• Desire to build an office of one's own.
• Interest in entrepreneurship and business ownership.
• Desire to create a long-term career.

Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance
• Referral program