Financial Services Career Transition Specialist

Description

This position is an excellent opportunity to return to the workforce and build a fulfilling career in financial services. Our organization is dedicated to supporting individuals in creating opportunities that offer stability, financial freedom, and valuable skill development. If you are passionate about helping others make informed financial decisions, this role is tailored for you.

What We're Looking For

• Individuals returning to the workforce with a career break
• 2-5+ years of professional experience prior to your break
• A four-year college degree is preferred but not required
• Willingness to obtain state life and health licenses, SIE, FINRA Series 7, and 66 exams (additional designations are a plus)
• Results-driven and highly motivated self-starter with integrity, a strong work ethic, and a desire to help others plan and protect their financial futures
• Team player with excellent interpersonal and communication skills, and a high degree of self-confidence
• Ability to leverage past experiences and relationships to develop markets and build long-term client relationships
  
  

What We Offer

• Competitive compensation with control over your earnings and a comprehensive benefits package
• Personalized, in-depth training and support to help you succeed in building your business
• Sponsorship and coaching to obtain the necessary licenses
• Opportunities to specialize in various areas, such as Certified Financial Planner, junior or senior partnership roles, employee and executive benefits, and more
• Collaboration with senior partners and guidance from top performers
• Advancement and management opportunities
• A balanced work-life schedule with access to remote-work technology solutions
  
  

Your Role Will Include

• Analyzing financial information from clients to develop strategies and recommend financial products and services to achieve their goals
• Building and maintaining a client base, keeping client plans updated, and acquiring new clients continuously
• Regularly contacting clients to review changes in their financial status
• Providing knowledgeable, objective financial guidance tailored to client needs
  
  

Join us and take the next step in your career with a role that offers growth, support, and the chance to make a positive impact on clients' lives.

Employment Type: Full-Time