Financial Advisor

At Elevate Financial Planning and Wealth Management, a career as a financial advisor is a journey of professional growth and genuine impact. Our firm offers a unique space to develop not just as advisors, but as individuals dedicated to helping others navigate their financial landscapes. Emphasizing a collaborative approach, Elevate provides extensive training opportunities, fostering an environment where newcomers can gain the expertise needed to build and expand their own advisory practice.

On a daily basis, our advisors:

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address each of the clients desired goals
• Maintain strong relationship with clients, helping them track their progress over time
• Provide ongoing consultation and support

Some features of this position include:

• One-on-one training from seasoned leaders in the local financial planning industry
• A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results

Job Requirements:

• Bachelor’s degree in business or industry-related field