Financial Advisor
What a financial advisor/wealth manager does :
Identifies and sets appointments with potential clients
Meets with clients to assess their financial needs
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support
Some of the features of this position include :
One-on-one training from seasoned Leaders in the financial planning industry
A comprehensive, training program that includes financial planning, marketing techniques, consultative selling, client service, and regulatory compliance
Local and national marketing support, including brand advertising, that will help to expand and grow client relationships
Extensive product offering covering virtually every category – including mutual funds, ETFs, stocks, CDs, IRAs, insurance, annuities, etc.
The opportunity to build and grow relationships with clients that can last years
Numerous career path options, including the advanced financial advisor, district manager, field management, and corporate opportunities
Finance plan through VOYA Financial with uncapped earning potential - top advisors can make $75,000 - $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their performance results