A unique opportunity to grow professionally and learn from a successful advisor, named “Partner of the Year” in 2021 out of 400 advisors by United Planners, as best exemplifying the ideal advisor which was defined as:
“A highly ethical, passionate, and fiduciary-focused professional that places a client’s needs first. They are client-centric, kind, and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry. They value our vision, mission, and culture. They are trusted partners who work collaboratively with their fellow partners.”
With 30+ years’ experience, a proven record of accomplishment, a culture of teaching, an abundance of knowledge and experience awaits a candidate with the desire to learn, grow from a million Dollar producer operating in the independent advisory channel.
You will initially shadow the lead advisor and learn every facet of the practice, the technology, processes, the clients and develop your skills and knowledge allowing you to take more responsibility. The potential for growth is limitless.
For the strategic minded candidate, equity ownership and the option to acquire the practice.
Securities and Advisory services through United Planner’s Financial Services, Member FINRA, SIPC. Fortress Financial Services LLC and United Planners are not affiliated.
Completion of coursework on financial planning through a CFP Board Registered Program
Bachelor’s Degree from an accredited college or university.
Successfully passed the CFP exam.
2-5 years’ experience in the financial planning field.
Knowledgeable in common financial planning subjects (estate planning, tax planning, investment planning, retirement accumulation & distribution planning).
Knowledge of insurance related products such as Life, health, and variable annuity.
Analytical and research oriented, attention to detail, ability to problem solve and recommend solutions.
Build and maintain positive rapport with clients, industry participants and senior advisor.
Ability to keep an even temperament and provide pleasant client service experiences.
Effective time management skills, ability to handle multiple tasks simultaneously.
Be a team player with a collaborative approach, ability to receive feedback to learn and improve.
Excellent verbal and written communication skills, ability to communicate complex issues in an understandable manner.
Proficiency in Microsoft Office applications.
Additional Salary Information: The salary range is initially between $80,000 - $140,000 commensurate with skills, professional background, and expertise. Salary adjustment based on your speed of learning and absorbing responsibilities. Performance bonuses, health insurance, sick leave, and paid time off are offered.
For the strategic minded candidate, profit sharing, equity ownership and the option to acquire the practice. This position has the potential to exceed $ million a year.