Financial Advisor - Gen X Wealth Partners - Remote

Overview

Join Gen X Wealth Partners as a Financial Advisor and help individuals in the Gen X demographic navigate their financial goals with a focus on advanced college planning and retirement savings.

In Short

• Work with a niche market focused on Gen X financial planning
• Grow your own book of business
• Strengthen client relationships through proactive communication
• Perform market research and product analysis
• Analyze client data and conduct SWOT analysis
• Deliver customized client recommendations
• Monitor social media marketing efforts
• Cultivate leads into clients
• Assist with account-related paperwork
• Handle Life and Disability Insurance cases

Requirements

• Passion for helping clients
• Ability to work independently
• Strong communication skills
• Experience in financial advising preferred
• Willingness to learn advanced college planning strategies

Benefits

• Flexible work/life balance
• Opportunity to work from home
• Supportive work environment
• No corporate nonsense
• Unique opportunity to make a real impact