Lead Financial Planner

This position is only for those who think they are ready for the next step in their career and have what it takes to be a top tiered financial planner.

Most of the industry is offering the same old model - sell annuities, model portfolios or life insurance. That is not financial planning, that is pure transactional sales.

To work with high net worth clients, you have to be not only skilled at financial planning but you have to know trusts, tax, asset protection as well as investment management.

Most firms strictly prohibit any discussion on tax, trusts or anything outside of what they are directly selling.

Our firm brings all the disciplines into one single firm. Legal document preparation, investment management, insurance and risk management, as well as tax planning and prep.

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.

This job will require you to expand and learn more to operate as a top tier planner and we have the training programs to get you there, if you have the passion and desire to get there.

We have recently acquired a CPA firm in the Phoenix, AZ area. You will be working directly with a CPA who will be able to feed you over 2,000 leads for financial planning. Based on that, this is a lucrative commission only position, with an earning potential of $150k-$500k.

As we acquire more CPA firms in the area, these solid and reliable leads will continue to come into your sight.

Requirements

*This is a hybrid position - coming to the office at least two days a week, and working remotely from your home**

• Fast and reliable home internet
  
• A quiet and professional place to conduct video conferencingwith clients
  
• Series 7+63 , or Series 65
  
• Life and health licenses are preferred but not mandatory
  
• Absolute passion for building a quality client book
  
• Ability to adapt and learn technology quickly
  
• Proven experience in a client acquisition journey
  
• Clean professional and personal CRD, and criminal record
  
• No existing (non-expired) non-compete employment agreements from prior employment
  
• Ability to work between hours of 9 am to 5 PM in either PST, MST, CST or EST
  
• Must be a US resident and living in the US full time
  
• No outstanding tax liens or problems with the IRS which would prevent you from obtaining a PTIN
  
• Proven experience on presenting a financial plan through eMoney, Money Guide Pro or other similar programs
  

Benefits

-ESOP (Employee Stock Ownership Program)
-Health Insurance Reimbursement Plan
-Over 2,000 fully sourced leads from our CPA office in Phoenix
-Full technology package including PC, IP Phone, and ancillarygear shipped to your home
-Educational reimbursementprogram
-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 CEs, E&O insurance we well as all technology and equipment costs

*This is a hybrid position - coming to the office at least two days a week, and working remotely from your home** Fast and reliable home internet A quiet and professional place to conduct video conferencing with clients Series 7+63 , or Series 65 Life and health licenses are preferred but not mandatory Absolute passion for building a quality client book Ability to adapt and learn technology quickly Proven experience in a client acquisition journey Clean professional and personal CRD, and criminal record No existing (non-expired) non-compete employment agreements from prior employment Ability to work between hours of 9 am to 5 PM in either PST, MST, CST or EST Must be a US resident and living in the US full time No outstanding tax liens or problems with the IRS which would prevent you from obtaining a PTIN Proven experience on presenting a financial plan through eMoney, Money Guide Pro or other similar programs