Job Description
Launch your finance career in Memphis with comprehensive training and uncapped earning potential! Wealth Management Solutions is seeking motivated individuals with zero financial experience to join our dynamic team. We provide paid certification, mentorship from industry experts, and a structured career path to help you grow into a trusted financial advisor. If you're passionate about helping clients achieve their financial dreams and ready to build a stable future, this is your opportunity.
Responsibilities
- Complete our 12-week paid financial advisor certification program
- Build client relationships through our established lead generation system
- Develop personalized financial plans for retirement, education, and investment goals
- Collaborate with senior advisors to present complex financial strategies
- Track client portfolio performance and adjust recommendations quarterly
- Meet monthly sales targets while maintaining exceptional client satisfaction
Qualifications
- High school diploma or equivalent (college degree preferred)
- Strong communication and interpersonal skills
- Proficient with Microsoft Office and CRM software
- Valid Tennessee life/health insurance license (training provided)
- Ability to pass FINRA Series 65/66 exams (study support included)
- Self-motivated with a goal-oriented mindset
- Authorized to work in the United States