Financial Advisor (Training and CFP Track) jobs in United States
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Lead Advisor · 1 week ago

Financial Advisor (Training and CFP Track)

positionSan Jose, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$82K/yr - $120K/yr

Lead Advisor, LLC is seeking talented professionals to build a financial planning practice as an advisor. The role offers an entrepreneurial opportunity with mentorship and support to develop a personal book of business and deliver tailored financial solutions to clients.

ConsultingInformation TechnologySecurity
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H1B Sponsorednote

Responsibilities

Develop and grow your personal book of business by actively prospecting and generating new client leads
Leverage existing professional, community, and personal networks to identify opportunities
Conduct discovery meetings to understand client goals and recommend tailored financial solutions
Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities

Qualification

FINRA licensingBachelor’s degreeEntrepreneurial mindsetNetworking abilityCommunication skillsGoal-orientedOrganizational skills

Required

Bachelor's degree
Strong communication, presentation, and interpersonal skills
Self-starter with high motivation, resilience, and the ability to work independently
Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses
Passion for helping clients achieve financial goals and willingness to build a career from the ground up
Entrepreneurial mindset with a strong work ethic
Natural ability to network and develop professional relationships
Goal-oriented and comfortable in a performance-driven environment
High level of integrity and professional presence
Strong organizational skills for managing a pipeline of prospects and clients

Preferred

Ability to Commute: San Jose, CA (Preferred)
Ability to Relocate: San Jose, CA: Relocate before starting work (Preferred)

Benefits

401(k)
Health insurance
Retirement plan

Company

Lead Advisor

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Lead Advisor est une plateforme de mise en relation B2B (interentreprises) visant à remplir un double objectif : • Aider les entreprises à la recherche d’un prestataire à définir et formaliser simplement leurs besoins afin de sélectionner le fournisseur idéal • Fournir des leads (clients potentiels) de qualité aux TPE/PME pour leur permettre de se développer commercialement
dateFounded in 2017
location
Boulogne-billancourt, Ile-de-France, FRA
people-size0-1 employees
web-link
https://leadadvisor.fr

Funding

Current Stage
Early Stage
Company data provided by crunchbase