Overview:
We are seeking a skilled Individual to join our team. The ideal candidate will be responsible for overseeing the financial health and wealth of Clients. Ensuring compliance and suitability as well as providing strategic financial guidance.
Responsibilities:
- Interpret financial reports
- Manage and ensure compliance with financial regulations
- Conduct financial needs analysis
- Implement financial concepts to improve client wealth
- Develop and implement risk management strategies
Qualifications:
-Training Provided
-Customer service skills
-Honesty, Integrity, Communication are top priority
(Preferred)
- Strong understanding of financial principles and practices
- Excellent analytical and problem-solving skills
- Ability to communicate complex financial information effectively
- Experience in revenue management, compliance management, and risk assessment
Joining our team as a Financial Professional that offers the opportunity to lead the financial operations of a dynamic organization, drive strategic decision-making, and contribute to the overall success of the company and ability to build your own brokerage.
Job Types: Full-time, Part-time
Pay: $30,000.00 - $150,000.00 per year
Expected hours: 10 – 60 per week
Compensation package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Profit sharing
Weekly schedule:
Work setting:
Work Location: Hybrid remote in South Jordan, UT 84095