Achieve Financial Freedom as a Professional

2 days ago

North Nazimabad Town, Pakistan beBeeProfessional Full time $80,000 - $100,000

Financial freedom is a desirable outcome for individuals willing to put in the hard work required to achieve success. If you're driven and motivated, this path may be suitable for you.

Becoming a financial services professional involves helping clients navigate challenges related to retirement planning, saving for personal goals, and other financial matters. You'll have access to comprehensive training programs, mentorship opportunities, and a diverse network of experienced professionals. Our team provides dynamic marketing support, world-class product solutions, and leading-edge technology to ensure your success.

To qualify, you should have a bachelor's degree in finance or a related field and 2-5 years of experience in client services, insurance, investments, or a similar field. Familiarity with financial planning is beneficial but not essential. A valid FINRA Series 7 & 63/66 license is considered an advantage. Experience with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other business tools is also desirable.

The compensation package includes a base salary of $80,000 - $100,000+ at plan commission. We offer a range of benefits, including medical coverage, life insurance, short- and long-term disability, health spending accounts, total retirement savings, adoption assistance, and top producer incentives.

We are committed to helping our clients achieve their financial dreams by providing guidance, insight, and results. Our value proposition is built on a foundation of expertise, trust, and collaboration. Join us as we strive to make a positive impact on people's lives through our financial services.

Our company has a rich history, dating back to 1901, and has grown to become one of the oldest and largest wealth management firms in New England. We employ over 300 professionals and 200 support staff who work together to build financial plans for individuals and businesses across the country.

  • Medical coverage
  • Life insurance
  • Short- and long-term disability
  • Health spending accounts (HSA)
  • Total retirement savings program (401(k) and non-qualified thrift plan)
  • Adoption assistance
  • Top producer incentives

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