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Financial Advisor at Van Clemens & Co., Inc

72% Flex
Remote: 
Full Remote
Salary: 
60 - 160K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

4-year College Degree or Military experience, Self-starter, motivated, successful, and entrepreneurial.

Key responsabilities:

  • Meet with clients, build financial plans, and give advice
  • Implement best strategies for client's financial future
Van Clemens & Co., Inc. logo
Van Clemens & Co., Inc.
11 - 50 Employees
See more Van Clemens & Co., Inc. offers

Job description

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Your missions

Van Clemens Financial is looking for 150 men and women who aspire to become a Financial Advisor. In this role, you will meet with prospects and clients, solve problems, build financial plans, give advice, and help implement the best strategies and solutions for your clients. If you are passionate about meeting new people and sharing your knowledge, this might be the perfect role for you. There is a tried and true path to success for anyone who is coachable and willing to put in the effort!

Our organization is a national Financial Planning & Advisory Firm, with clients all across the country and remote opportunities as well. The team is growing and expanding, looking to add Financial Advisors to our team. The company focuses on long-term options for their clients, through normal financial planning as well as alternative investments. Engaging with clients on a personal and professional level to understand the different pieces of their plan and how those come together for a strong financial future, is key for this organization owner.

You Are:

  • An ambitious Financial Advisor Aspirant who loves people and financial planning.
  • Driven, open to learning new things, always looking for ways to leave people better than you found them.

We Are:

  • Van Clemens Financial
  • https://www.vanclemens.com/
  • An established firm with a stellar reputation, thousands of clients, refined processes, a talented team, and a marketing machine in place.
  • A firm that works with our clients to identify their retirement goals, help them create and implement a sound, personalized retirement plan, and guide them throughout the journey.

Working Here:

You’ll have a 'track to run on', systems and processes that work, a pool of high-quality prospects who know who you are, and a supportive team around you. You’ll spend most of your time meeting with those who you can help both in-person and virtually, helping them build financial plans, giving advice and problem-solving, and implementing recommendations.

If you love meeting new people, are good on the phone and in person, have a fantastic work ethic, and you’re passionate about helping people achieve their financial goals, you’ve found your dream job.

Job Type: Full-time

Benefits:

  • 401(k) with Match
  • Health Insurance
  • Flexible schedule
  • Dental Insurance
  • Vision insurance
  • Health savings account
  • Paid time off
  • Physical Setting: Office
  • Schedule: Monday to Friday
  • Supplemental Pay: Bonus pay

Preferred Qualifications*

  • 4- year College Degree or 4 years of Military experience
  • Self–starter and highly motivated
  • History of Success
  • Entrepreneurial
  • Strong interpersonal and networking skills

Application Question(s)

  • Have you ever held an SIE registration, or Series 7, or Series 65/66 Registration? If yes, which dates?
  • Within the past 10 years: have you made a compromise with creditors, filed a bankruptcy petition, or been the subject of any involuntary bankruptcy petition?
  • Have you ever been charged or convicted of a felony, even if you believe the charge/conviction to be expunged?

Job Type: Full-time

Pay: $60,000.00 - $160,000.00 per year

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

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