Financial Planner- Clients and training provided

Do you want to make great income while helping families achieve financial success? This position provides training from the ground up and allows you to shift your income into high gear throughout the rest of your career! Skip the constant prospecting and hounding your friends that other financial companies require, and come help families who desperately need your help.

High income potential: Over $100,000+ annual expected, depending on your effort, passion and developed skills. The right candidate will have a passion for making a difference in people’s lives: we help our client’s kids attend their dream schools, weddings get funded, and retirement dreams happen sooner!

About our firm:

We are a small, rapidly growing independent financial services company with vast expertise in late stage college planning, personal cash flow management, and retirement planning. As a fiduciary fee-based advisory company, we only work for our clients in their best interest. Although helping clients do more work with us (sales) is part of what we do, everything we recommend is the very best for each client.

Our employees enjoy every tool that they need to be very successful in their role as a partner on our team, as we support each other in a meaningful way. Our training system allows our team members to see success quickly. The best tools, software and systems in the financial industry are used: which allows us to easily and efficiently help our clients make the very best decisions.

Our company paid marketing and sales system consistently bring in clients who pay our company $2-7,000 per family for in-depth college planning-- all before they start the planning process. This creates a bond of trust, no need for chasing down prospects, and the ability to help the client in their best interest. This candidate will not be responsible for bringing in these clients.

About the position:
This position is urgently needed to help 5-10 new families each month through our proven planning process. You will change their lives by helping the clients with investing their retirement assets, life insurance, liquid savings, budgeting, and planning out future dreams (once licensed). Our focus is helping clients have more fun and help those around them in a significant way throughout their life, not just after retirement.

This position is based out of our Troy, MI office. Many client meetings are held on a virtual basis, so while training is in person, future work can be completed from anywhere.

Depending on experience and skill development, this position will be spending a significant amount of time shadowing and working directly with our Founding Partner, Paul E Compeau, for the first 3-6 months.

The person we hire will have:

• 100% Listening and focus skills
• Charisma
• Tenacity
• Curious with a passion to learn
• Detail oriented
• Excellent communication- both verbal and written
• Great at out of the box problem solving
• Ability to memorize and follow a proven system while customizing as needed
• Basic math and analytical skills ( example: 8,000+65,000+220,000 multiplied by 5.64%)

Strongly Preferred Candidates will have (not required before hire):

• Experience at a financial company with fundamental knowledge of products
• Series 65, Annuity and Life Insurance Licenses will be required before hire or within 90 days
• Certified Financial Planner CFP Designation within 3 years
• Experience completing financial paperwork for clients
• Sales Experience

Search Keywords: Financial planner college retirement plan CFP Series 6 7 63 65 Life health disability paraplanner insurance 401k IRA ROTH advisor annuity sales fee-only fee-based district regional manager vice president cash flow high income commission salary growth fiduciary

Job Type: Full-time

Pay: $50,000.00 - $250,000.00 per year

Benefits:

• Flexible schedule

Physical setting:

• Office

Schedule:

• 10 hour shift
• 12 hour shift
• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• Financial Planning or Financial Product Sales: 1 year (Required)

Work Location: In person

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