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Financial Professional (Wealth Management)

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Location: Kernersville, NC
Company: Latitude
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Financial Professional in Wealth Management

Location: Kernersville, NC (Mostly Remote)

Salary: $40K + Commission.

1st Year OTE: $83K-$93K

2nd Year OTE: $96K - $130K

3rd Year OTE: $150K+

***NEED a CFP, CFA, or JD to be considered***

Responsibilities:

  • Prospecting for clients as you build your practice through introduction-based activities.
  • Maintaining long-term, positive relationships with your clientele.
  • Providing education and solutions to clients and applying the resources of our team of professionals to assist clients.
  • Capitalize on the education and knowledge opportunities offered by our team.

Skills:

  • Strong interpersonal skills and a desire to be in a relationship-driven career.
  • Entrepreneurial spirit with a commitment to integrity.
  • College degree or military equivalent is preferred
  • Sales or entrepreneurial experienced preferred, but not required.

Compensation and Benefits:

  • A program for new professionals with rate considerations as you grow your commission-base.
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

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