55k - 65k plus variable compensation opportunities
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Job Description
Join Prosperity Asset Management as a Financial Advisor, where you'll work closely with senior advisors to deliver comprehensive financial planning and investment services. This role offers mentorship, professional development, and the chance to grow within a supportive environment.
Key Responsibilities
Prepare comprehensive financial plans, including data gathering and analysis
Hold client meetings to provide support and follow-up
Communicate with consumers to foster relationships
Collaborate on investment strategies tailored to clients
Help grow the firm’s client base through marketing efforts
Support marketing and business development initiatives
Stay current on industry trends and regulatory requirements
Provide support to existing clients with inquiries
Required Qualifications
Investment licensure: Series 65 or equivalent
A high level of professionalism and a commitment to client service
Bachelor’s degree
3+ years of experience in financial planning or investment advisory services
Life & Health Insurance licensure
Benefits & Perks
Health insurancePaid time offProfessional development assistanceRetirement planCommission pay