WestPac Wealth Partners is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.
Fortune Magazine recently recognized WestPac Wealth Partners in two separate features as best places to work! First, as #1 Firm in Financial Services and Insurance to work for as well as the 7th best mid-sized company in the United States to work for. We could not be prouder of our culture! https://fortune.com/best-medium-workplaces/2019/westpac-wealth-partners/
Career Requirements:
To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial Representatives:
- Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
- Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
- Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
- Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.
Responsibilities:
- Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement recommendations
- Act as an advocate for your clients; commitment to enhance, enrich and serve client base
- Implement cutting edge financial strategies to grow and develop long lasting, value based client relationships
- Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
- Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within target markets
- Learn necessary selling skills practices
Job Type: Full-time
Pay: $45,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Commission pay
- Signing bonus
Experience:
- Financial Advising: 1 year (Preferred)
Work Location: In person
