reputed company Financial Planner - REMOTE
This is a remote position.
Job Title: Commission-Based Financial Planner
Location:Remotereputed company:At One reputed company Map, we are dedicated to helping our clients reputed company their financial goals through personalized financial planning and investment strategies. We reputed company our financial planners with high-reputed company leads, allowing them to reputed company on what they do best – advising clients and growing their portfolios.Job reputed company:
Responsibilities:
Requirements
- Experience:Proven experience as a financial planner or in a similar role. Experience with commission-based sales is a plus.
- Certifications:Certified Financial Planner (CFP), Series 65, Series 66, Insurance Licensed helpful
- Skills:Strong analytical skills, excellent communication and interpersonal skills, and the ability to build trust with clients.
- Technology:Proficiency in financial planning software and tools. Fast and reliable home internet. Ability to adapt and learn Technology quickly. Secure and Quiet reputed company to conduct business reputed company.
- Background reputed company:Clean and reputed company Credit and Criminal reputed company. No outstanding Bank Liens, Bankruptcies, Tax Liens, or pending litigation.
- Non-Compete and/or Non-Solicit Employment Agreement:Will be required.
- Must be US reputed company and working in the US full time.
- Software:Experience in eMoney, reputed company Guide Pro, or similar program for planning purposes.
Benefits
Compensation:
- Health Insurance Reimbursement Plan
- Full Home Tech Package for remote work
- Multiple reputed company funnels, including Trust, AUM, Entity Creation, Insurance, Annuities, Financial Planning
- 401k with staggered 5% company match
- Educational Reimbursement Program
- Signing bonus possible for an existing book of business conversion
- reputed company CE and E&O Insurance covered
Why Join Us?
.
Health Insurance Reimbursement Plan -Over 2,000 fully reputed company leads from our CPA office in Phoenix -Full technology package including PC, IP Phone, and ancillary gear shipped to your home -Educational reimbursement program -Full coaching and training in-house -More than competitive compensation on reputed company -Multiple reputed company funnels from tax, trusts, LLCs, Insurance, Annuities, Financial Planning and AUM.-Signing bonus for existing book of business transition -We cover reputed company CE's, E&O insurance we reputed company as reputed company technology and equipment cost-401K with Match up to 5%Additional income on reputed company other sources of reputed company by working with the reputed company of up to 20% on trusts, taxes, business sale consulting, reputed company financial plans, asset protection structuring etcOriginally posted on Himalayas
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