Employer Industry: Wealth Management Firm

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) Plan with company match and Employee Stock Purchase Plan (ESPP)
- Flexible work-life balance allowing for personal authenticity
- Access to training and support for FINRA licensing and professional designations
- Engaging community initiatives and diversity programs

What to Expect (Job Responsibilities):
- Guide clients in securing their financial well-being through tailored financial services and products
- Participate in training programs to enhance client relationship management and product knowledge
- Engage in local and national development programs to sharpen skills and gain hands-on experience
- Contribute to community engagement efforts and social impact initiatives
- Explore management opportunities through the Leadership Development School

What is Required (Qualifications):
- Must pursue FINRA licensing requirements and navigate state licensing needs
- Demonstrated patterns of success and entrepreneurial mindset
- Ability to network effectively and build client relationships
- Commitment to diversity, equity, and inclusion in the workplace
- Strong desire to shape and protect the financial future of clients

How to Stand Out (Preferred Qualifications):
- Previous experience in financial services or a related field
- Interest in obtaining professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Consultant (ChFC)
- Participation in community service or engagement activities
- Experience with client relationship management tools and remote work technology
- Background in diverse professional or educational settings

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