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Financial Advisor/Wealth Management
Financial Advisor/Wealth ManagementThe ALZ Group LLC • Charlotte, NC, US
Financial Advisor / Wealth Management

Financial Advisor / Wealth Management

The ALZ Group LLC • Charlotte, NC, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.part_time]
[job_card.job_description]

Job Description

Job Description

LOOKING FOR COLLEGE SENIORS WHO ARE SEEKING AN IMPACTFUL, HIGH PAYING CAREER THAT COME WITH FREEDOM OF TIME!

Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.

Experience and Licensing : Experience is not required, but you must be motivated and willing to obtain your insurance and / or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.

What Does an Investment Advisor Representative Do?

As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.

Your role will also involve :

  • Educating Clients : Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
  • Building Relationships : Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
  • Expanding Your Network : As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.

Qualifications

  • No prior experience is necessary; however, a strong desire to learn and succeed is essential.
  • Excellent communication and interpersonal skills.
  • Self-motivated with a positive attitude.
  • Ability to work independently as well as part of a team.
  • Strong interpersonal skills with the ability to communicate complex information clearly.
  • High level of persistence and resilience in overcoming objections.
  • A passion for helping others achieve peace of mind through financial security.
  • Benefits

  • Competitive salary with performance-based bonuses.
  • Monthly performance bonuses based.
  • Stock awards.
  • An opportunity to earn agency ownership.
  • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)
  • If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

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