Wealth Management Associate

About the role

The Moody Street Group, LLC, a general agency appointed with OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.

Responsibilities

• Utilize a values-based approach and market primarily by introduction.
• Benefit from a comprehensive and sophisticated training program provided by the marketing team.
• Enjoy a wide range of technical sales support from professional career associates who are leaders in the industry.

Requirements

• Undergraduate or graduate degree in business, marketing, finance, accounting, economics, law or communications.
• Highly motivated, success-oriented individual.
• Professional sales career with excellent income potential.

Qualifications

• Strong communication skills.
• Ability to build relationships and effectively communicate financial concepts to clients.
• Self-motivated and able to work independently.

Skills

• Financial planning and analysis.
• Customer service skills.
• Marketing and sales techniques.

Benefits

• Group benefits.
• Pension plan.
• Tuition reimbursement for professional designations and conferences at worldwide locations.

Pay

Competitive compensation.

Schedule

Flexible schedule to accommodate client needs.