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Lead Financial Planner - REMOTE

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This is a remote position.

Job Title: Commission-Based Financial Planner

Location:Remote

Company Overview:At One Wealth Map​​, we are dedicated to helping our clients achieve their financial goals through personalized financial planning and investment strategies. We provide our financial planners with high-quality leads, allowing them to focus on what they do best – advising clients and growing their portfolios.

Job Description:

Responsibilities:

  • Client Engagement:Utilize comp​any-provided leads to engage with potential clients, understand their financial needs, and develop tailored financial plans.
  • Financial Planning:Create comprehensive financial plans that include investment strategies, retirement planning, tax planning, and estate planning.
  • Relationship Management:Build and maintain long-term relationships with clients, providing ongoing support and advice to help them achieve their financial goals.
  • Sales and Marketing:Effectively communicate the value of our financial planning services to potential clients and convert leads into loyal customers.
  • Compliance:Ensure all financial planning activities comply with industry regulations and company policies.
    You can finally be a real financial planner and design plans that encompass all the areas of finance.
    We also have a proven client acquisition program through our digital leads program. No more of the 1950s style prospecting of networking meetings, cold calling or friends and family. We want to provide leads to you of high net-worth, vetted prospects that have already shown an interest in working with us. It is your job to determine their needs and what services we offer that would be of benefit.

    Requirements

    • Experience:Proven experience as a financial planner or in a similar role. Experience with commission-based sales is a plus.
    • Certifications:Certified Financial Planner (CFP), Series 65, Series 66, Insurance Licensed helpful
    • Skills:Strong analytical skills, excellent communication and interpersonal skills, and the ability to build trust with clients.
    • Technology:Proficiency in financial planning software and tools. Fast and reliable home internet. Ability to adapt and learn Technology quickly. Secure and Quiet place to conduct business virtually.
    • Background Check:Clean and Professional Credit and Criminal Check. No outstanding Bank Liens, Bankruptcies, Tax Liens, or pending litigation.
    • Non-Compete and/or Non-Solicit Employment Agreement:Will be required.
    • Must be US resident and working in the US full time.
    • Software:Experience in eMoney, Money Guide Pro, or similar program for planning purposes.

    Benefits

    Compensation:

  • Commission-Based:Competitive commission structure with unlimited earning potential.
  • Benefits:Access to high-quality leads, ongoing training and development, and support from a dedicated team.
    • Health Insurance Reimbursement Plan
    • Full Home Tech Package for remote work
    • Multiple Revenue funnels, including Trust, AUM, Entity Creation, Insurance, Annuities, Financial Planning
    • 401k with staggered 5% company match
    • Educational Reimbursement Program
    • Signing bonus possible for an existing book of business conversion
    • All CE and E&O Insurance covered

    Why Join Us?

  • Leads Provided:Focus on advising clients without the hassle of finding leads.
  • Growth Opportunities:Opportunities for career advancement and professional growth.
  • Supportive Environment:Work in a collaborative and supportive environment with a team of experienced professionals.

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    Health Insurance Reimbursement Plan
    -Over 2,000 fully sourced leads from our CPA office in Phoenix
    -Full technology package including PC, IP Phone, and ancillary gear shipped to your home
    -Educational reimbursement program
    -Full coaching and training in-house
    -More than competitive compensation on revenue
    -Multiple revenue funnels from tax, trusts, LLCs, Insurance, Annuities, Financial Planning and AUM.
    -Signing bonus for existing book of business transition
    -We cover all CE's, E&O insurance we well as all technology and equipment cost
    -401K with Match up to 5%
    Additional income on all other sources of revenue by working with the client of up to 20% on trusts, taxes, business sale consulting, paid financial plans, asset protection structuring etc

    • Originally posted on Himalayas