Team Sponsored Launch - North Point Financial Advisors

About the role

Join a team providing financial advice with heart, learning the business alongside experienced advisors and other experts. Potential to become a partner in the practice.

Responsibilities

• Learn and understand the entire operation of the practice
• Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Research and respond to client inquiries
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
• Other responsibilities as assigned by the Lead Advisor

Requirements

• Bachelor’s degree or equivalent experience
• Military veterans are encouraged to apply
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable

Qualifications

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Maintain integrity of sensitive/confidential information

Skills

• Technical computer skills
• Handling multiple tasks
• Integrity of sensitive/confidential information

Benefits

• Medical, dental and vision insurance
• Disability, accidental death and dismemberment insurance
• 401(k) and pension opportunities
• Professional growth opportunities
• Well-being programs
• Gift-matching program
• Community engagement programs

Pay

$40,000-60,000 combination base revenue package plus upside potential through commission. Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

Schedule

Full-time role requiring 4 days per week in the office.