Job Information
Depoian Team Financial Advisor in Rochester, New York
We are seeking motivated individuals to join our team as part-time Financial Advisors. This role offers flexibility, autonomy, and the opportunity to make a positive impact on individuals' financial well-being. As a Financial Advisor, you will be responsible for providing comprehensive financial guidance to clients, with a focus on enhancing financial literacy and promoting financial wellness.Key Responsibilities:1. Communication Skills: Communicate effectively and compliantly in-person, by phone, and online.2. Financial Literacy: Educate clients on various financial topics, including budgeting, saving, investing, retirement planning, and risk management, to empower them to make informed financial decisions.3. Complete Financial Plans: Develop comprehensive financial plans tailored to clients' needs and objectives, incorporating strategies for wealth accumulation, debt management, insurance solutions, tax efficiency, and wealth management.4. Leadership: Demonstrate leadership qualities by taking initiative, providing mentorship to colleagues, and contributing to a positive team environment.5. Work with Individuals and Businesses: Providing our clients complimentary, high-level financial advice regardless of net worth.6. Grow Distribution: Increase agent reach and client base within your community and across the US.Qualifications:- Must be 18 years+ and able to pass a state and federal background check.- Must be willing to obtain relevant licenses (Life Insurance, SIE, Series 6, 63, 65) within a specified timeframe.- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.- Previous experience in financial services or a related field is preferred but not required.- Ability to work independently and collaborate effectively within a team environment.- Willingness to continuously learn and stay updated on industry trends and regulations.-Access to phone, reliable internet, and computer (desktop, laptop, or tablet).Opportunities:This position offers opportunities for growth, advancement, and leadership within the organization. Whether you're seeking to expand your client base, increase your earnings potential, or take on a leadership role, we provide the support and resources to help you achieve your goals. With opportunities available across the United States, you can join a dynamic team and make a meaningful impact in your community. Promotions and Raises: Opportunities for promotions and raises are well-defined and based on production and agent promotions.Training Bonuses:Opportunity to earn while you learn in your first 90 days, shadowing your business partner.Licensing and Training: Meet the requirements and you can have your life and securities licensing fees paid for. No Quotas: Work at your own pace without the pressure of meeting sales quotas or targets.No Conflict of Interest: Operate with integrity and prioritize clients' best interests at all times, free from conflicts of interest.Override and Ownership Opportunities: Access opportunities for overrides and ownership in recognition of your contributions and leadership within the organization.Daily Pay Cycles: Enjoy the predictability of multiple daily pay cycles each time you create a client or fulfill client needs. Full-time opportunities available: Start part-time, around what you are currently doing, and work your way up to full-time when the time is right. Avoid lay-offs and underemployment.Join us in our mission to help families earn more income, become debt free, and financially independent. Help us teach people How Money Works, so they can make more informed decisions about their money. Apply now to become a part-time Financial Advisor and embark on a rewarding career journey!
Minimum Salary: 500 Maximum Salary: 3000 Salary Unit: Other