We are a rapidly growing financial advisory firm that is looking for the right fit to join our team and help serve more clients.
Our mission is to help clients create a simple map for their financial journey that encourages them to leave normal behind and achieve the future they’re hoping for.
This is not your typical financial advisor role that requires you to get licensed, make a list of your 100 closest people In your life, and then alienate those relationships by selling products you don't fully understand to people who don't need them.
Instead, we are a company of advisors who are focused on filling a need for high quality Investment and financial planning services from an objective, fiduciary perspective, and doing so by serving everyday people who have reached out for help with our services In the first place.
We are unique in a lot of ways, but specifically because we align with the financial principles promoted by Dave Ramsey and focus on serving his listeners who reach out to his organization for help.
The best fit for a SmartPro Advisor is someone who Is:
● Hungry
o Not afraid of sales
o Excited and motivated by the opportunity to grow a business
o Willing to step outside your comfort zone and
o Have grit
● Humble
o Have a positive mindset
o Heart of a teacher
o Generous
o "Young-minded"
o Can follow a proven process for success, and is coachable
● Smart
o Understand how to communicate with people
o Prepared to invest in a business
o Money-motivated
o Wants to continually grow in life and leadership
We have many resources in place to support new advisors in getting licensed and growing a successful business helping clients win with money:
● A competitive and easily scalable payout grid
● Licensing study material discounts
● SmartPro University - a custom, practical advisor training program
● A true team and hub environment for ongoing mentoring, coaching, and collaboration
● A home office support team to process paperwork and new clients
● Waived technology and compliance fees for up to 12 months
● Access to free prospect leads for up to 6 months
● A home office Insurance division to fully process life & Long Term Care insurance business cases
● Easy-to-use technology to seamlessly run your business from any location
Qualifications:
● Be a genuinely nice person
● Familiar with the principles taught by Dave Ramsey, and live by it
● Professional demeanor with a relatable personality
● Strong verbal and written communication skills
● Financial industry experience is helpful, but not required
● A desire to learn about financial planning and help guide others through it
● A desire to work on a team with others to share and challenge each other for success
● Currently licensed advisors with an established book of business are welcome, but it is not required
Regulatory Requirements:
● Will have to get licensed with Series 65 (minimum) for advisory business
● Life insurance license encouraged, but not required
● Advisors with other securities licenses are welcome
Compensation:
● Advisor positions are commission-based with unlimited growth potential…the right candidate can grow a recurring revenue stream from $0/yr to $100k+/yr within 18 months using our proven growth process
● Specific sources of revenue Include: financial planning fees, investment management fees, and life insurance commissions
● Opportunity to split business with other advisors for faster growth, and/or buy into books of business for continuity and succession planning
Benefits:
● Complete flexibility of schedule and income
● A work environment focused on both personal and professional development
● Independent industry licensing and additional income opportunities
Final Note: If you’ve made it this far and feel like this is a great fit for you, please apply! After you apply, send an email to joe@smartprousa.com with the subject line – Favorite Drink. In that email, tell us what your favorite drink is and why.
Job Type: Full-time
Pay: From $30,000.00 per year
Weekly schedule:
Work setting:
Work Location: Remote
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
Job Type: Full-time
Pay: From $45,000.00 per year
Weekly schedule:
Work setting:
Work Location: Remote