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Financial Advisor Trainee at Van Clemens & Co., Inc

unlimited holidays - extra holidays - extra parental leave - long remote period allowed
Remote: 
Full Remote
Contract: 
Salary: 
50 - 85K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

4-year College Degree or 4 years of Military experience, Self–starter, highly motivated with history of success.

Key responsabilities:

  • Meet prospects and clients, solve problems and build financial plans
  • Provide advice, implement strategies, grow a strong book of business
Van Clemens & Co., Inc. logo
Van Clemens & Co., Inc. Financial Services Startup http://www.vanclemens.com/
11 - 50 Employees
See more Van Clemens & Co., Inc. offers

Job description

This is a very unique opportunity to enter the Financial Services Industry to become a Financial Advisor. Van Clemens Financial is looking for 100 men and women who aspire to become a Financial Advisor. We offer remote as well as physical locations across the country. For this position, we offer:

  • A base salary of $50,000 to $85,000 per year while training and continuing into your third year.
  • Paid training to obtain Life and Health license as well as Securities Industry Essential, Series 7, and Series 66.
  • Opportunities to find an established book of business when licensed and trained

In this role, you will meet with prospects and clients, solve problems, build financial plans, give advice, and help implement the best strategies and solutions for your clients. If you are passionate about meeting new people and sharing your knowledge, this might be the perfect role for you. There is a tried and true path to success for anyone who is coachable and willing to put in the effort!

Our organization is a national Financial Planning & Advisory Firm, with clients all across the country and remote opportunities as well. The team is growing and expanding, looking to add Financial Advisors to our team. The company focuses on long-term options for their clients, through normal financial planning as well as alternative investments. Engaging with clients on a personal and professional level to understand the different pieces of their plan and how those come together for a strong financial future, is key for this organization owner.

You Are:

  • An ambitious Financial Advisor Aspirant who loves people and financial planning.
  • Driven, open to learning new things, always looking for ways to leave people better than you found them.

We Are:

  • Van Clemens Financial
  • https://www.vanclemens.com/
  • An established firm with a stellar reputation, thousands of clients, refined processes, a talented team, and a marketing machine in place.
  • A firm that works with our clients to identify their retirement goals, help them create and implement a sound, personalized retirement plan, and guide them throughout the journey.

Working Here:

You’ll have a 'track to run on', systems and processes that work, a pool of high-quality prospects who know who you are, and a supportive team around you. You’ll spend most of your time meeting with those who you can help both in-person and virtually, helping them build financial plans, giving advice and problem-solving, and implementing recommendations.

If you love meeting new people, are good on the phone and in person, have a fantastic work ethic, and you’re passionate about helping people achieve their financial goals, you’ve found your dream job.

Job Type: Full-time

Benefits:

  • 401(k) with Match
  • Health Insurance
  • Flexible schedule
  • Dental Insurance
  • Vision insurance
  • Health savings account
  • Paid time off
  • Physical Setting: Office
  • Schedule: Monday to Friday
  • Supplemental Pay: Bonus pay

Preferred Qualifications*

  • 4- year College Degree or 4 years of Military experience
  • Self–starter and highly motivated
  • History of Success
  • Entrepreneurial
  • Strong interpersonal and networking skills

Job Type: Full-time

Pay: $50,000.00 - $85,000.00 per year

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Coaching
  • Social Skills
  • Persistence
  • Creative Problem Solving

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