Financial Professional at The Broker Group | Torre
Financial Professional
Report
The Broker Group

Financial Professional

The Broker Group
Posted by
Sam Driessen
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(1) info
Emma
Emma
You'll empower futures by crafting personalized financial strategies and building lasting client relationships.
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Full-time

Legal agreement: Contractor

Currency exchange and taxes to be paid by:

Candidate

Base compensation
Unpaid - 1/year

+ Commissions (~ USD100k /year)

Non-negotiable
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Remote (for United States residents)
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Posted about 2 months ago

Requirements and responsibilities

Responsibilities · Analyze personal financial data to provide insights and recommendations for clients' financial planning needs. · Develop and implement personalized investment strategies based on clients' goals and risk tolerance. · Assist clients with estate planning, ensuring compliance with relevant laws. · Maintain strong customer relationships through effective communication and exceptional service. · Stay updated on financial regulations and market trends to provide informed advice. Qualities we're looking for: · Strong inclination and/or experience for sales, leadership, financial services, and/or entrepreneurship · Incredibly strong integrity and moral compass · Passion for making a difference, helping people, and enhancing people's futures · Someone who is self-motivated, coachable, accountable, and a team player. · Strong interpersonal and communication skills, as well as a high level of emotional intelligence and ability to empathize · Enjoys working in a fast-paced, highly productive, value-driven environment Requirements - (PLEASE READ · Must be 18+ · BS/BA preferred · Driver's License · Background check required - No criminal history whatsoever · Willing to obtain a state life and health license, if you do not have one yet. · 2-3 years of customer service/client interaction preferred Schedule: · You build your own schedule around weekly trainings and your field training in the beginning, and then have full control and flexibility of your schedule once you become independent. · This position can also be done 100% REMOTELY. What’s provided: · Competitive and collective training program to help you establish a solid foundation and get you started here · Top tier mentorship, access to seasoned senior partners and executives, and consistent professional development training throughout your entire career · A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards, while pushing you to be better every day · The most advanced FinTech software in the industry · The opportunity to pursue leadership and specialized roles from day 1 · Comprehensive planning analysis tools, brokerage and advisory platforms, as well as wealth management Job Types: Full-time, Part-time Benefits: · Flexible schedule · Life insurance · Retirement plan · Financial services/planning Work Location: Remote Job Types: Full-time, Part-time Benefits: · Financial planning services · Flexible schedule · Life insurance · Retirement plan Experience: · leadership, sales, or entrepreneurial: 1 year (Preferred) License/Certification: · life and health insurance license (Preferred) Work Location: Remote
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