Careers In Financial Planning

Há 2 dias

Belém, Pará, Brasil beBeeFinancialAdvisor Tempo inteiro US$50.000 - US$75.000

Establish a fulfilling career as a financial advisor

A motivated individual with analytical skills is sought to develop relationships with clients and create tailored financial plans.

Key Responsibilities:
  1. Develop strategic partnerships with clients to achieve their financial objectives.
  2. Create comprehensive financial solutions tailored to each client's needs.
  3. Help clients prepare for retirement and secure their long-term financial stability.
  4. Evaluate investment portfolio recommendations to ensure alignment with clients' goals.
Essential Qualifications:
  • A self-motivated professional with exceptional customer service skills.
  • An effective communicator and negotiator who excels in building strong relationships.
  • A problem solver and critical thinker able to analyze complex situations.
  • Willingness to pursue ongoing education and professional development to stay up-to-date in the field.
  • Prior sales experience or a passion for networking and acquiring new clients is beneficial.
  • A college degree or equivalent experience is required, along with a high school diploma or GED.
Our Offer:
  • Comprehensive training and support to ensure success.
  • A collaborative team environment that fosters learning and development.
  • A competitive pay structure with commissions and benefits that reward performance.
  • A clear career roadmap with experienced leadership to guide you.
Additional Details:

The path begins with the pre-contract CDP affiliate phase, covering licensing costs.

You will start as a part-time CDP contract associate earning approximately $15/hour, progressing to a full-time financial professional associate earning $50,000-$75,000+ annually in commissions and bonuses.

Benefits include a 401(k) plan, medical, dental, vision, life insurance, and paid leave, subject to plan terms.

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