Financial Planner
Financial Planner
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$ 100000 - 250000
1 Vacancy
Job Description
About Us: At the Center for Wealth Preservation (CWP) we deliver more than just financial advice we provide white glove service rooted in personalized attention top-tier support and a boutique approach. As a women-owned firm managing over $2.3 billion in assets under management (AUM) we combine a deep commitment to client success with modern resources and open architecture to give our advisors the freedom and flexibility they need to thrive.
What Sets Us Apart:
- Dedicated Sales Execution Team: Youll never go it alone. Our in-house sales professionals help drive results so you can focus on what matters most your clients.
- Tailored Compensation Packages: We offer customized earnings programs that align with your career goals and experience.
- Lead Program: Gain access to qualified leads through our proven systems to help you build your book of business faster.
- Accelerated Growth Program: Our Planning Associate Program empowers you to become a top-tier financial professional in just months.
- Unmatched Resources: Access our Financial Planning Department expert case design team and in-house marketing specialists to support your success.
- Flexibility and Freedom: Enjoy the ability to work from anywhere while building a meaningful rewarding career.
- Teaming Opportunities: Collaborate with other high-performing professionals through our structured teaming model to expand your capabilities and capacity.
- Firm Culture: From CWP Cares events to ongoing development opportunities we foster a culture of growth inclusion and community.
Your Role: As a key member of our firm you will:
- Deliver white glove service to a growing network of clients with diverse financial needs.
- Leverage social media networking events and referral systems to expand your reach.
- Offer a comprehensive range of financial planning services from estate strategies to risk management and wealth accumulation.
- Work closely with our planning team to develop customized solutions.
- Obtain and maintain the necessary licenses to offer full-spectrum financial guidance.
What Were Looking For:
- Series 6 or 7 and 63 required
- Minimum of 3 years in financial services insurance or a related professional field.
- Confidence handling objections and complex client discussions.
- Entrepreneurial mindset with a passion for growth and business development.
- Proven experience working with high-net-worth clients or family offices.
- Interest in mentorship and leadership.
- Strong interpersonal skills client-first mentality and a results-driven approach.
Why Choose CWP
- Backed by MassMutual and MML Investors Services a Fortune 100 company with over 175 years of experience.
- Access a true open architecture platform empowering you to recommend the best solutions for your clients.
- Work at a boutique-style firm with the resources and backing of an industry giant.
- Uncapped commission potential bonuses and transition support for experienced advisors.
- A culture that values independence flexibility and purpose-driven impact.
Ready to Make an Impact If youre an ambitious service-oriented professional looking to elevate your career in financial services we invite you to become part of a firm that prioritizes people performance and purpose. Join CWP where you can build a legacy while helping others preserve theirs.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
