This range is provided by Summit Legacy Strategies. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$40,000.00/yr - $60,000.00/yr
Additional compensation types
Annual Bonus and Commission
Direct message the job poster from Summit Legacy Strategies
I have the car, you bring the gas! Roadmap Creator as a Managing Associate - Financial Advisor with Summit Legacy Strategies.
About the Company:
The ideal candidate will deliver personalized investment and financial planning solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will work with a team to develop marketing strategy to build their client base.
About the Role:
Candidate will be building an Advisory practice focusing on comprehensive planning on clients acquired through their marketing plans.
Responsibilities:
Provide financial planning support to clients
Build client base in conjunction with marketing department
Qualifications:
1-5 years' of sales and/or industry experience. Strong understanding of the investment business and/or willing to learn. Excellent interpersonal skills. Motivated, energetic and positive mindset. Industry licenses a plus.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance, Sales, and Consulting
Industries
Financial Services and Insurance
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