Employer Industry: Wealth Management Firm

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization, including management positions
- Comprehensive benefits package including health and dental coverage, 401(k) plan with company match, and Employee Stock Purchase Plan
- Flexible work-life balance allowing you to align with your authentic self
- Access to training and support for FINRA licensing and professional designations such as CFP® and ChFC
- Engagement in community impact programs and initiatives promoting diversity and inclusion
- Remote work technology solutions provided for effective client relationship management

What to Expect (Job Responsibilities):
- Build and maintain long-term relationships with clients to understand their financial needs and goals
- Participate in training programs to develop skills in client relationship management and product knowledge
- Navigate state licensing needs with support from the employer
- Engage in local and national development programs for hands-on experience and professional growth
- Promote the employer's financial services and products to address evolving financial needs

What is Required (Qualifications):
- Must be willing to pursue FINRA licensing requirements
- Demonstrated patterns of success and entrepreneurial mindset
- Strong networking skills and a desire to shape and protect the future for clients
- Commitment to fostering an inclusive work environment
- Ability to engage in community service and social impact initiatives

How to Stand Out (Preferred Qualifications):
- Previous experience in a sales or client relationship role
- Pursuit of professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Consultant (ChFC)
- Background in financial services or related fields
- Engagement in diversity, equity, and inclusion initiatives
- Interest in leadership development opportunities

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