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Financial Associate

Strategies for Wealth
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**LOOKING FOR DECEMBER 2024 GRADS!** START DATE WILL BEGINNING OF 2025

Full job description

Are you a dynamic go-getter with a passion for financial success? Do you thrive in a collaborative and energetic environment? Strategies for Wealth is seeking ambitious individuals to join our team as Financial Associate. As a key player in our mission to redefine wealth, you'll have the chance to build relationships, transform lives, and create your own success story.

About Us:

At Strategies for Wealth, we are on a mission to redefine the way the world perceives wealth. Our dedicated professionals are committed to delivering unparalleled service and integrity, providing protection and prosperity that transforms the lives of our clients, their families, and communities.

Are You Looking for a Career With:

  • Industry-leading training and Support? Access to cutting-edge training programs to equip you with the knowledge and skills needed for success.
  • Unlimited Income Opportunity? Enjoy the freedom to determine your income with uncapped earning potential through commission-based compensation.
  • The Opportunity to Help People Every Day? Make a positive impact on the lives of clients by providing financial solutions that meet their needs and goals.
  • A Fun, Vibrant, Collaborative Culture? Join a dynamic team with a culture that values collaboration, innovation, and a positive work environment.

Responsibilities:

  • Prospecting and Client Acquisition: Identify and pursue new clients through various prospecting methods including cold sourcing and prospecting.
  • Financial Consultation: Conduct comprehensive financial analyses to understand clients' needs and provide tailored solutions.
  • Business Development: Build and manage your own client portfolio, nurturing long-term relationships through regular communication and reviews.
  • Continuous Learning: Stay abreast of industry trends, market conditions, and product knowledge to provide informed advice to clients.
  • Compliance and Ethics: Adhere to industry regulations and ethical standards to ensure the highest level of service and trust.

Qualifications:

  • Bachelor's degree in Finance or business related field.
  • Strong interpersonal and communication skills.
  • Entrepreneurial mindset and a self-starter.
  • Passion for helping others achieve financial success.
  • Willingness to learn and adapt in a dynamic industry.

 

If you are ready to kick-start your career, make a meaningful impact, and be part of a company that values your growth, apply now!

 

This position is in our Manhattan location.