Job Description

WHO WE ARE

Vision Solved Wealth Management Group is an independent financial services firm based in Riverside, CA offering financial planning and investment management to individuals, families, and small businesses. We maintain the highest standards of integrity and professionalism in our client relationships, where our #1 priority is our existing clients.

WHO WE WANT

A financial services professional to deliver personalized investment solutions to clients and help clients work toward their long-term financial goals. Someone who really cares about people and is willing to put clients well being before his/her own. Someone with a mission to help people put together life's financial puzzle pieces and help provide a clearer vision of their current situation, an efficient path, and the illumination of their future aspiration.  A visionary who knows financial planning is their career of choice, but needs guidance to build it. Someone with the ability to withstand the short term financial burden, working on commission basis only, while building the business. Perhaps, someone that is already working the business, but needs help with growing the business or want to join with another advisor to share ideas for growth and business continuation planning.

WHAT TO EXPECT

• Share templates of marketing materials
• Consultation support to help you to determine specific financial, retirement, charitable, and lifestyle goals that help form the financial plan and investment strategy for your clients
• Consultation on sources of prospective client opportunities by capitalizing on networking and referrals
• Share templates of established investment models and strategies that are suitable for targeted clients
• Adhere to all company and industry supervisory guidelines and policies
• Training on handling of communications with clients, including phone calls, emails and meetings
• Reputable Broker Dealer - Money Concepts Capital Corp
• Must maintain all continuing education requirements of a wealth advisor plus required training elements
• Must maintain all licensing, E&O, and technology fees

WHAT YOU NEED

• Strong desire for business development skills
• Excellent interpersonal & communication skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for others
• The desire to build competency in financial planning, financial analysis, and/or investment research and strategies
• Excellent organizational and time management skills
• Demonstrate ability to work independently, meet deadlines, and proactively address opportunities and needs
• Strong ethical standards and behavior
• Need to have an active Life and Health license to start

PREFERRED EDUCATION AND EXPERIENCE

• 2 to 5 or more years of financial services experience
• Bachelor's degree or higher strongly preferred
• Must obtain series 7 license with a 66, or 63 and 65
• Strong skills in Microsoft Office Suite - Word, Excel, Power Point, Publisher
• Experience in Client Relationship Management tools
• Experience in life insurance, securities, and financial planning and illustration tools
• Clean U-4 and U-5 history

We offer a flexible working environment for this COMMISSION ONLY POSITION. You will have to option to work from home, but we can also provide an arrangement to work in our office. Mentoring and coaching are available for personal growth in the financial planning industry. This is your chance to showcase your own business style or learn how we did it. Our culture is fast-paced, collaborative, and focused on improving our client’s lives. The reward from your impact on lives can be huge. If you share the same belief in responsibility and commitment to clients and want to be involved in a business that can provide you a strong sense of accomplishment, emotional, and a staple financial future, while serving your greatest purpose, then please apply.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Company Description

Vision Solved Wealth Management Group is an independent financial services firm based in Riverside, CA offering financial planning and investment management to individuals, families, and small businesses. We maintain the highest standards of integrity and professionalism in our client relationships. where our existing clients are our #1 priority. We are in the process of building a perpetual practice to support our clients through their lifetime. This position offers the unique opportunity to play a key role in developing the foundation for the future successes of this practice and provide you a direct positive impact in many people’s lives, including your own.