Job description
Top Fortune 100 company seeking new talent. This role will entail providing detailed financial plans to prospective clients. The ideal candidate will be hardworking, coachable and goals oriented, with the ability to work independently. There is growth potential from this role as we only promote from within and are willing to train the right candidate. This job is located in Palm Beach, FL.
Responsibilities
- Provide financial planning support to clients
- Learn and provide investment and insurance strategies
- Prepare financial plans
- Building new client base
- Learn from Senior Advisors
Qualifications
- MUST BE A HARD WORKER
- Desire to help people
- Career focused
- Understanding of the investment business and/or willingness to learn.
- Excellent interpersonal skills
- Bachelor's degree preferred
Employment Type
Full-time
Job Type: Full-time
Pay: $60,000.00 - $120,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Palm Beach Gardens, FL 33410: Reliably commute or planning to relocate before starting work (Required)
Education:
- Associate (Preferred)
Work Location: One location
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