Note: The job is a remote job and is open to candidates in USA. FINITETEK INC is expanding its team in Los Angeles, seeking a financial advisor to assist clients in achieving their financial goals. The role involves preparing and verifying financial plans, offering a comprehensive suite of financial products and services, and cultivating lasting client relationships.
Responsibilities
- Work closely with clients to identify and achieve their financial goals through personalized investment strategies
- Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives
- Cultivate lasting client relationships built on genuine interest, empathy, and solutions
- Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives
Skills
- Bachelor's degree
- Excellent interpersonal skills
- Securities Licenses
- Life, Health & Accident Insurance License
Benefits
- Performance-based compensation, unlimited earning potential
- Residual income
- Subsidized health benefits
- Customized personal business planning
- Full marketing, prospecting, and technical support
- Robust technology platform, including customizable CRM software
- Customized training and mentorship program with established advisors and leadership
- Ongoing resources and support, with autonomy to run your own practice
- Opportunity to qualify for trips to world class destinations
- In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts
- Transitional income possible for qualified candidates
Company Overview