Certified Financial Planner
Certified Financial Planner
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About LawLaw
LawLaw is an innovative legal tech startup thats revolutionizing the way people approach estate planning. Our AI-powered platform makes it easy and affordable for everyone to create legally valid wills trusts and other essential documents. Were passionate about empowering individuals and families to protect their future and leave a lasting legacy.
Position Overview
Were seeking experienced and motivated Certified Financial Advisors (CFAs) to join our team as independent contractors. In this role youll play a crucial part in expanding LawLaws reach and providing valuable financial planning guidance to our clients. Youll have the opportunity to leverage your expertise to help clients integrate estate planning into their overall financial strategy ensuring their assets are protected and their wishes are honored.
Responsibilities
- Identifying and pursuing new business opportunities within your territory
- Presenting our innovative AI-integrated products for business organization marketing empowerment and customer engagement
- Building strong relationships with clients and providing exceptional support to ensure their success
- Collaborating with our team to develop effective sales strategies and exceed revenue targets
- Staying up-to-date with industry trends and emerging technologies to effectively position our offerings
What We Offer
- Uncapped earning potential with a competitive commission structure that rewards your hard work
- The freedom and flexibility to manage your own schedule and work remotely
- Comprehensive training and ongoing support to help you succeed in your role
- The opportunity to represent groundbreaking AI solutions that are transforming how businesses operate
- A dynamic fast-paced work environment with room for growth and advancement
Qualifications
- Valid Certified Financial Advisor (CFA) designation.
- Proven experience in financial planning with a focus on estate planning strategies.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to build rapport and trust with clients.
- Self-motivated and entrepreneurial mindset.
- Comfortable working independently and remotely.
To Apply
Please submit your resume and a cover letter highlighting your relevant experience and interest in estate planning to
Join the LawLaw Team
Were looking for passionate and dedicated CFAs who are excited to make a difference in peoples lives. If youre committed to providing exceptional client service and believe in the power of estate planning we encourage you to apply!
Required Experience:
Junior IC
Employment Type
Contract
