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Entry Level Financial Advisor

Hayes Financial Talent Group [The specialists for finding new and leading individuals]

Entry Level Financial Advisor

New York, NY +2 locations
Full Time
Paid
  • Responsibilities

    Job Description

    OVERVIEW:

    Are you a top performer, ethical, and ready to expand your skills to earn top income? Do you take interest in personal financial planning, helping people and are open to learning key concepts? Our company understand that everyone (at every life stage) is impacted by finances and when life throws us curveballs too. We are all on a similar life journey that requires proper financial planning however very few people learn basic financial literacy in school or from their parents to reach the outcomes they desire. If you are intrigued about learning money strategies combined with smart savings, proper planning, and applying basic principles then please take the time to consider reviewing the information below and applying for a career with us. IMAGINE SPENDING A CAREER POSITIVELY IMPACTING OTHERS IN THE COMMUNITY AND HELPING THEM REACH THEIR GOALS WHILE BUILDING POWERFUL COMPOUNDING INCOME? This is not a flat income or working with a company that will lay you off due to their discretion or hardship. This is 1099 partner-brokerage relationship focused on scaling business, income and personal equity value with a resilient and long-standing company with over 175 years of growth.

    OUR TARGET is to identify top quality talent aligned with the openness to expand their skill set in a lucrative industry. This can be part-time side income or full-time permanent income. As a long standing innovative financial leader, our company is facing accelerated expansion and a shortage of diverse and talented leaders. We are working to expand our division, reach new markets and develop financial leaders for the next decade.

    WE VALUE working with diverse, dedicated, exceptional individuals, who have a natural interest in personal finances, want to learn and are open to expanding their knowledge base as an Entry Level Financial Advisor within our company. Today, our work environment is remote via a laptop or tablet. We work in one of the top divisions in the entire country that aims to help people, families, and businesses with: retirement, investments, tax advantaged planning, college planning, protection, income generation, wealth accumulation and wealth preservation strategies. Our broker is a national leader as a company in business for over 115 years and working under a global Fortune 200 company that began in 1844. We aim to serve people, all people, and today, more than ever, our services are needed by everyone.

    THE RIGHT INDIVIDUAL for an interview values entrepreneurship, freedom, flexibility and a passion to help others. Leadership, business and financial principles can be taught, but dedication, discipline and determination to achieve can't. This is not a W-2 job with a flat income trajectory. This is compounding production based income as a 1099 company partner as a licensed professional working under a prominent broker. Our industry leading compensation model produces incredible scaling income by leveraging 13 methods of compensation through client and business development (this is the money business). Immediate income is a volume of large commissions, override income and then residual income. Commitment equals growth and I specifically target initial promotion goals and significant pay increases at 30 days, 90 days, 6 months and a year. There is no ceiling on active or passive income. Plainly speaking, we are looking for a determined and disciplined individual, an employee of the month (every month) personality, who is willing to take competitive action towards their goals to get paid what they are worth. We develop professional athlete (so to speak) in basic financial and business concepts who work smart and help others in order to get paid extremely well.

    OUR TEAM culture is positive and focused on compressing career milestones into months versus years which is why we are looking for a top performing personality/individual to work with. We focus on working smart, quickly mastering your craft and building your own business equity that scales and grows in value (a W-2 job can't do this). We need more smart and passionate leaders.

    OUR COMPANY has an incredible training program, and we aim to quickly get new talent licensed in no more than a week or two. We have a relationship based training model and work side-by-side throughout a career to coach and provide guidance. We are about accelerated and steady forward progress, career growth, promotion, and leadership. This is business growth and ownership at the heart of the wealthiest industry, financial services. Under our division's leadership and mentorship, through a win-win business model system built on helping others first, it is realistic to produce an annual, growing, passive, large, six-figure career within a relatively short period of time. We are pushing our division to #1 in the company and that can only happen by developing strong leaders.

    NEXT STEPS if this fits your personality, work ethic and career goals, please apply. We would like to spend 15-30 minutes on a Zoom video call but only if you think this could be mutually beneficial. Time is the most valuable asset and every moment it keeps ticking away. We want to invest our time and spend it wisely where there is real value.

    The company is committed to helping all people achieve their goals with budgeting, retirement, investments, wealth preservation and long-term planning no matter their race, religion, ethnicity, age, gender, income, assets, or education. Prior experience not required. PART-TIME OR FULL-TIME capacity.

    *Hayes Financial Talent Group is an independent partner focused on talent acquisition and development for a well established Fortune 500 company with over 100 years in business. Due to company policies, this information will be shared upon applicant interview.

    JOB SUMMARY: Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners. Develop knowledge about diversified, balanced, resilient and risk-free financial strategies for individuals, families and business. Understand fixed, flexible and variable investment, protection and preservation methods that help clients achieve their specific outcomes. Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families and businesses. Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation. Build meaningful and lasting relationships and experiences with clients, business associates and partners. Expand business, management and leadership skills working with clients, team members, and new associates. Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and business.

    ARE YOU: ✔ethical, intentional, accountable, confident and a driven individual who desires to learn, grow, self-improve and move their goals forward? ✔a people-person who genuinely cares about delivering high-quality and high-touch experiences that build positive connections and long lasting relationships? ✔teachable and open to innovative business and financial principles that expand your own personal and professional Financial IQ? ✔interested in learning financial synergy principles, law of acceleration and other strategies related to compounding, investments, time and business that produce exponential outcomes? ✔open to investing in your career, complete baseline combination license within 30 days and continuing education to meet regulatory requirements working in the financial services industry?

    COMPENSATION: ✔COMMISSION INCOME with no ceiling or cap (one client may result in $2,500 and next may be $50,000) ✔RESIDUAL INCOME (annual client contract anniversary) ✔PASSIVE INCOME BASE (business team) ✔EQUITY ASSET (appreciating business ownership that can be sold or passed to family) ✔BONUSES (monthly, quarterly, team, stock options, travel)

    KEY BENEFITS: ►Option to work remotely by computer and phone (in the office, at home or anywhere) ►Choose area of interest and work flexible hours ►High income trajectory and career growth ►Professional industry (training and license) with clear and rapid advancement path to leadership ►No prior formal industry experience required ►Learn financial strategies to improve personal knowledge and help others BASE QUALIFICATIONS: ►Minimum 18 years of age ►Legal U.S. Resident, Citizen or Work Permit with SSN ►Able to complete licensing requirements within 30 days ►Accountable with high level of integrity (critical in this regulated and customer based industry) KEY RESPONSIBILITIES: ►Study, learn and execute with on-the-job training ►Shadow client meetings, plan designs and presentations ►Initiate financial needs analysis while providing exceptional and professional customer service ►Participate in marketing and expansion strategies and efforts ►Consult, educate and connect clients with relevant financial strategies and services PREFERRED QUALITIES: ►Accountable and Ethical (do what you say you will do) ►Ability to work independently with strong support team and training ►Consistent and excellent at follow-through and task completion ►Self-Starter and goal oriented ►Teachable and open to becoming Professionally trained EMPLOYMENT TYPE: ►Full or Part-Time COMPENSATION: ►Standard Beginning Annual Compensation $75,000+/yr DOE (performance based commission/1099 income) ►Year Over Year Increasing Income

    ENVIRONMENT: ►Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families and businesses with short, mid and long term financial goals: retirement planning, college and life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business minded individual is motivated to invest their time to learn, serve others and establish relationships. Partner commission based position (1099; not a W2). NO prior certification, experience or education necessary. Work from home or remote; an online career during and after Covid-19. We have a strong and resilient history working with students, graduates, military, professionals and diverse ethnicities to develop high-touch financial professionals and leaders in a profession and lucrative industry.

    Company Description

    Experienced and focused in financial, business, and leadership. We value equity, integrity, excellence, respect, compassion and innovation. We are obsessed with delivering high touch services and helping people maximize their efforts to achieve their goals .

  • Locations
    Denver, CO • New York, NY • Dallas, TX