Financial Wealth Planner Responsibilities:
* Answering client questions about financial plans and strategies and giving financial advice.
* Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
* Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
* Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
* Implementing financial plans or referring clients to professionals who can help them.
* Managing and updating client portfolios.
* Contacting clients regularly to discover changes in their financial status.
* Building and maintaining your client base.
Qualifications:
* Preferably a Sales person (if not we can train)
* Can work in Minimum Supervision
Compensation Plan:
* Commission Based with unlimited Cap
* Earn 6-8 digit monthly commission, up to 8x BONUS a year!
* Override commission up to 5 consecutive years!
* TRAVEL incentives up to 6x a year!
* RETIREMENT FUND after 5 years
* FREE HMO and life insurance