Financial Advisor
$61,000–$119,000 year
On-siteSan Francisco, California, United States
Job Summary
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience. Build personalized, holistic financial plans tailored to every client's unique needs and manage those plans to help them achieve their goals. Grow relationships with clients to support them through every stage of life. You will obtain Life/Accident & Health, SIE, Series 6, 7, and 63 licenses, with tuition reimbursement provided. Average annual earnings range from $61K to $119K, with top 25% earning $137K to $250K. This opportunity is for entrepreneurs building a financial planning practice in Milwaukee, WI, offering uncapped performance-based compensation and a fully company-funded retirement package.
Required Qualifications
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
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