Job Description

Job Description

Purpose: To help process & develop new business for Cassa Wealth Management, P.C. Become a valued member of the existing Financial Advisory Team in order to augment the existing growth rate of the Company while building and enhancing the Company’s brand in the local marketplace.

Qualifications: Candidates must have the following qualifications in order to be considered for the position:

• College degree
• 2-3 Years Experience as a Financial Advisor
• Series #7, #65 or #66, #63 Securities Licenses and Life & Health Insurance license
• Background in Accounting, Finance or Economics preferred
• Strong relationship building skills
• Expertise in & knowledge of how to utilize Social Media
• Honesty, Integrity & Trustworthiness
• Motivated Self-Starter
• Ability to challenge themselves to work outside their comfort zone
• Interest in obtaining CFP designation

Job Requirements:

• Work with a Team of Advisors (no requirement to prospect for new retail business)
• Develop/Update Financial Plans for all Individual Prospects & Clients
• Run & Analyze Portfolio Manager Reports for existing clients
• Assist in the preparation of Year-End Client Review Packages
• Produce Quarterly Reports & Analysis for Corporate 401k Plans
• Manage Accounts given to you while trying to maximize Revenue Potential for these accounts
• Manage the day-to-day Operational Issues with Sales Assistant’s help and support
• Help coordinate Events & Presentations to CPA’s, Prospects & Clients
• Assist in preparing and distributing Marketing materials such as Newsletters & Blogs posted on Social Media
• Daily Calls to local CPA’s to coordinate meetings referral relationships

** Full Training & Mentoring Program offered.**

Compensation:

Targeted compensation of $70k - 85k/yr based upon the following components:

• Base Salary
• Discretionary Bonus
  • Meeting Performance Appraisal objectives
  • CWM Target Assets & Revenue
• Full Benefits Package (Medical, Dental, Vision, Disability, Life Insurance)
• 401(k)

** Note:** Compensation Plan is designed to drive specific behaviors. Cassa Wealth Management (CWM) does not guarantee achievement of the above results. CWM reserves the right to change the Comp Plan at any time without advanced notice.

Company Description

As a Wealth Management Advisor with Cassa Wealth Management, I’m asked a lot of challenging questions by prospective clients. Most of those questions reveal a sense of uncertainty about the process of planning for a secure financial future...a future that will, as more than one of my clients stated, “allow me and my family to live our lives on our terms.”

Helping people develop a plan that will attempt to ultimately enable them to live the lives they’ve envisioned is the core reason why I chose this profession. During my years as a wealth manager, my greatest satisfaction comes from seeing my clients achieve their goals. Along the way, we’ve developed strong relationships that are rooted in integrity, trust and respect.

Our role as a Wealth Manager is really pretty simple. We are here to provide leadership, knowledge and experience...to help our clients prioritize their personal and business goals, so they can confidently entrust the responsibility for their wealth management to our firm.

That’s why we’ve developed the motto, TRUST...PLAN...ACHIEVE...

Company Description

As a Wealth Management Advisor with Cassa Wealth Management, I’m asked a lot of challenging questions by prospective clients. Most of those questions reveal a sense of uncertainty about the process of planning for a secure financial future...a future that will, as more than one of my clients stated, “allow me and my family to live our lives on our terms.”\r\n\r\nHelping people develop a plan that will attempt to ultimately enable them to live the lives they’ve envisioned is the core reason why I chose this profession. During my years as a wealth manager, my greatest satisfaction comes from seeing my clients achieve their goals. Along the way, we’ve developed strong relationships that are rooted in integrity, trust and respect.\r\n\r\nOur role as a Wealth Manager is really pretty simple. We are here to provide leadership, knowledge and experience...to help our clients prioritize their personal and business goals, so they can confidently entrust the responsibility for their wealth management to our firm.\r\n\r\nThat’s why we’ve developed the motto, TRUST...PLAN...ACHIEVE...