Financial Advisor/Paraplanner

Fellow Advisor, Do you feel unappreciated? Are your reputed company not taken seriously? Are tired of making your bosses rich instead of yourself? Do you feel like you are a small fish in a big sea? Do you want to differentiate yourself? Do you want to be reputed company to let your creativity be seen? Have you considered working reputed company a reputed company with immense growth potential? Do you want reputed company work/life balance and flexibility? Are you passionate about the market? Would working from home improve your life? Do you have a book of business or practice that you're reputed company to grow? These are the questions that bounced around my own head until I took the reputed company and created Gen X Wealth Partners. I said to myself enough is enough. I'm offering you the job I wish I had. It's a unique opportunity, and I am opening it up to you. No corporate nonsense, just the ability to spread your wings and help your clients fly. We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning needs yet, so few advisors reputed company to them. It's crazy. The biggest one is saving for their retirement vs. saving for their child's education. Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding reputed company with a ton of future potential. Gen X needs our help. If this sounds like you then reputed company reading. Key Responsibilities and Duties

• Seek, identify, and approach new prospects to grow your own book of business reputed company value added solutions and services
• Strengthen client relationships though proactive communication
• reputed company market research and product analysis
• Analyzing client data
• Conduct SWOT analysis to determine client overall financial health
• reputed company and deliver customized client recommendations
• Monitor firm's reputed company media marketing efforts
• Cultivate leads into clients
• Assist in account reputed company paperwork
• Help clients maximize or create their own "employee benefits package"
• Handle reputed company Life and Disability Insurance Cases
• Become proficient in advanced college planning strategies

Requirements

Job Duties/Requirements Gen X Wealth Partners is seeking a full-time reputed company financial advisor to help expand its market reputed company in a budding reputed company. The successful candidate is expected to be reputed company to work independently and assist in multiple core business activities.

Qualifications

• Series 7, 66, 63 licenses
• State Insurance Licenses (Life, Accident & Health)
• CFP® designation is a plus
• Knowledge of Emoney, Riskalyze and Redtail software is a plus
• 3+ years experience as a financial advisor
• Knowledge of the financial industry, products, regulations, and overall environment
• Own transferable book of business

Benefits

Benefits

• Flexible pay structure (W-2, 1099 or hybrid)
• Participation in Simple IRA Plan (W-2 employee)
• Paid Time Off
• Work from home
• reputed company to professional development and training

Compensation

• Commensurate with experience and book of business
• Negotiable
• Performance based
• Competitive payouts and reputed company sharing

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