Job Description

High-net-worth clients recognize us as the leading firm for estate planning, corporate tax savings, and the implementation of advanced financial tools. For this reason, we only hire the best -- the most self-motivated, results-driven, and ambitious individuals who believe in "higher results, higher rewards." Our clients are successful business owners and top-tier professionals, and they demand excellence. To meet their needs, we have a team that delivers unparalleled service, knowledge, and comprehensive financial strategies.

What You Need to Do to Excel

Identify the financial goals and concerns of affluent clients, and learn effective strategies to raise their awareness. Develop skills to attract high-net-worth individuals who can benefit from the expertise of our top financial planners. Build relationships through direct engagement at client events and one-on-one meetings. Coordinate and schedule high-impact meetings between affluent clients and our planners, supporting the deal-closing process. Monitor progress and maintain accurate, detailed meeting summaries within our CRM system.

Our Ideal Candidate

Winner Mindset: You aim for the top and never settle for second best.

Results-Oriented: You understand that greater outcomes lead to greater rewards.

Professional Presence: You consistently represent yourself with confidence and clarity, both in person and in writing.

Ambitious Growth: You're committed to career advancement, setting your sights on a promotion every year for the next five years.

Client-Focused: You thrive in engaging with affluent clients and excel in both verbal and written communication.

Motivated Learner: You're eager to grow, improve, and increase your earning potential.

Action-Driven: You listen intently, follow through, and deliver measurable results.

Strategic Thinker: You stay focused on what truly matters -- achieving impactful outcomes.

Are you prepared to embrace what's coming?

If you're committed to standing out from the crowd, this is your moment. Join a team where "good enough" is never the standard. If you're ready to push beyond average -- to be more capable, more successful, and more driven than the rest -- we want to hear from you.

Job Types: Full-time, Permanent

Pay: Up to $54,000.00 per year

Benefits:

Dental care Extended health care Life insurance Vision care
Work Location: In person