Wealth Management Associate - Entry Level
Job Summary
This an opportunity in leadership with a focus on educating our clientele on financial concepts and options available to them.
Our mission and vision is to impact our communities through financial literacy, as well as offering the best-in-class financial products and services.
We are a team oriented environment. If you feel you meet the qualities below, we would love to hear from you.
Performance based pay - with opportunity for renewals and residuals (Passive Income)
Qualities we're looking for:
Entrepreneurial
Ambitious
Self-motivated
Team Player
Coachable
Integrity and strong sense of ethics
Passion for helping people
Strong interpersonal skills
Enjoys working in a fast-paced environment
This Job Is Ideal for Someone Who Is:
Competitive
Achievement-oriented
Growth focused
Inventive
This Company Describes Its Culture as:
Team-oriented
People focused
Innovative
By joining our team, you'll have access to:
The opportunity to pursue leadership and specialized roles
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND recurring revenue)
Our financial representatives are compensated through: commissions, bonuses, repeat business, and client retention
An award-winning training program to help you get started
Mentorship and professional development training throughout your entire career
Responsibilities of the Role:
Assist in financial analysis and planning for clients.
Utilize financial software to track and analyze client data.
Engage in customer relationship management to ensure client satisfaction.
Collaborate with team members on research and financial services.
Uphold confidentiality and compliance with financial regulations.
Benefits:
Uncapped Income potential
Growth within the company
Flexible schedule
Professional development
Work Location:
Multiple locations
100% Remote
Hours per week:
10-15
Schedule:
Two weekly team meetings
Flexible schedule
Additional Benefits:
Performance-based compensation
Bonus compensation
Residual compensation
Fully remote work
Flexible schedule
Job Types: Full-time, Part-time
Website: https://www.prevailfinancialgroup.com/
Pay: $65,000.00 - $130,000.00+ per year
Job Type: Part-time
Pay: $65,000.00 - $130,000.00 per year
Expected hours: 5 10 per week
Benefits:
Life insurance
Professional development assistance
Retirement plan
Schedule:
Choose your own hours
Work Location: Remote
Apply Now
This an opportunity in leadership with a focus on educating our clientele on financial concepts and options available to them.
Our mission and vision is to impact our communities through financial literacy, as well as offering the best-in-class financial products and services.
We are a team oriented environment. If you feel you meet the qualities below, we would love to hear from you.
Performance based pay - with opportunity for renewals and residuals (Passive Income)
Qualities we're looking for:
Entrepreneurial
Ambitious
Self-motivated
Team Player
Coachable
Integrity and strong sense of ethics
Passion for helping people
Strong interpersonal skills
Enjoys working in a fast-paced environment
This Job Is Ideal for Someone Who Is:
Competitive
Achievement-oriented
Growth focused
Inventive
This Company Describes Its Culture as:
Team-oriented
People focused
Innovative
By joining our team, you'll have access to:
The opportunity to pursue leadership and specialized roles
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND recurring revenue)
Our financial representatives are compensated through: commissions, bonuses, repeat business, and client retention
An award-winning training program to help you get started
Mentorship and professional development training throughout your entire career
Responsibilities of the Role:
Assist in financial analysis and planning for clients.
Utilize financial software to track and analyze client data.
Engage in customer relationship management to ensure client satisfaction.
Collaborate with team members on research and financial services.
Uphold confidentiality and compliance with financial regulations.
Benefits:
Uncapped Income potential
Growth within the company
Flexible schedule
Professional development
Work Location:
Multiple locations
100% Remote
Hours per week:
10-15
Schedule:
Two weekly team meetings
Flexible schedule
Additional Benefits:
Performance-based compensation
Bonus compensation
Residual compensation
Fully remote work
Flexible schedule
Job Types: Full-time, Part-time
Website: https://www.prevailfinancialgroup.com/
Pay: $65,000.00 - $130,000.00+ per year
Job Type: Part-time
Pay: $65,000.00 - $130,000.00 per year
Expected hours: 5 10 per week
Benefits:
Life insurance
Professional development assistance
Retirement plan
Schedule:
Choose your own hours
Work Location: Remote
Apply Now