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|Job Category :
||The Pontem Group
||Financial Advisor (Training and CFP Track)
|Job Description :
||Our client, a wealth management firm in Providence 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 clientsHelp clients think about future financial planning and personal goalsConstructing comprehensive plansEducating clients on recommendations and sharing financial adviceFollow up with clientele to update their plans while their life and markets/economy changeManage your practice with support from a major firmMarketing and networkingTraining will teach planning and business building fundamentals.Comprehensive planning could include;Savings, debt reduction and cash flow planningInvestment strategies and portfolio managementRetirement Planning and Retirement Income Planning for retireesInsurance Planning: Life, Disability, Long Term CareEstate Planning for charitable giving and passing down assetsMajor purchase planning such as a house, business or education fundingTax implications The 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 DegreeBeing coachableDesire to learn the planning professionDesire to be in a client facing role open to networking and salesJob Type: Full-timePay: From $82,414.00 per yearSchedule:Monday to FridayAbility to commute/relocate:Providence, RI: Reliably commute or planning to relocate before starting work (Preferred)Education:Bachelor’s (Preferred)Work Location: One location
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