The role involves providing holistic financial advice including legacy, estate planning, and investment strategies to everyday folks and high net worth clients
Job Summary
The role involves providing holistic financial advice including legacy, estate planning, and investment strategies to everyday folks and high net worth clients.
Candidates receive a hand-held support system with 1-1 mentorship, customized training, and frequent leads provided from Day 1.
The position offers flexible working arrangements allowing employees to work from home, the office, or on the go.
Matching Summary
Match Score: 75
The role involves providing holistic financial advice including legacy, estate planning, and investment strategies to everyday folks and high net worth clients.
Salary
Basic allowance; Quarterly bonuses plus recurring bonuses; High commissions up to 50%