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Partner Program

Join us for a fulfilling career where you assist individuals in understanding the fundamentals of personal finance while advancing your own career in the finance sector. Whether you're a newcomer or aiming to refine your professional expertise, we offer comprehensive training and support to elevate your skills. As an associate, you'll play a crucial role in helping individuals grow their wealth and safeguard their assets. Reach out to us today to start your journey.

Responsibilities

  • Schedule appointments

  • Conduct face-to-face meetings

  • Analyze clients? financial situations with help of tools provided

  • Conduct the gap analysis for clients

  • Recommend appropriate solutions

  • Present the solutions to client

  • Coordinate with the client and service providers

  • Complete and maintain all necessary documentation

  • Create and maintain a healthy and long lasting relationship with clients

  • Develop leads

  • Expand the task-force for increased outreach

  • Comply with all regulatory requirements, including licensing and registrations

Required Skills

  • Bachelor's Degree, or equivalent work experience demonstrating proficiency in marketing, sales, or customer service

  • Excellent communication skills

  • Excellent interpersonal skills

  • Organized individual who excels in problem solving and multitasking

  • Motivated hard worker who displays self-confidence and a strong desire to learn

  • Energetic self-starter

  • Management skills are desirable but not required

What will you gain

As a full-service independent financial service professional, you will create customized plans to meet client needs in the following areas:

  • Retirement planning

  • Tax savings

  • 401K Rollover

  • College Savings

  • Asset protection

  • Risk management

  • Estate planning

  • And much more

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