Employer Industry: Wealth Management

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Comprehensive benefits package including health, dental, and vision coverage, 401(k) with company match, and Employee Stock Purchase Plan (ESPP)
- Flexibility for work-life balance, allowing for personal authenticity
- Access to training programs, including sponsorship for FINRA licensing and professional designations like CFP® and ChFC
- Engaging community involvement initiatives such as “1,000 Hours of Giving Back” and annual Diversity Summit
- Management opportunities available through the Leadership Development School

What to Expect (Job Responsibilities):
- Assist clients in navigating their financial needs and goals through tailored financial strategies
- Participate in training programs to develop skills in client relationship management and product knowledge
- Engage in local and national development programs for hands-on experience and networking
- Support community engagement and diversity initiatives within the organization
- Pursue continued education and professional designations to enhance career growth

What is Required (Qualifications):
- Demonstrated patterns of success and values-driven mindset
- Entrepreneurial spirit with a knack for networking
- Willingness to pursue FINRA licensing and state licensing requirements
- Ability to work in a diverse and inclusive environment
- Commitment to providing exceptional customer experience

How to Stand Out (Preferred Qualifications):
- Background in finance or related fields
- Previous experience in client relationship management or sales
- Interest in pursuing advanced financial certifications
- Strong communication and interpersonal skills
- Active participation in community service or engagement activities

#WealthManagement #CareerGrowth #FinancialServices #DiversityAndInclusion #TrainingAndDevelopment

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