Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Sarasota (3981)

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Requirements

• Four-year college degree preferred but not required
• Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
• Must pass FINRA Series 24 exam prior to stepping into leadership
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Desire to help others plan for and protect their financial futures
• Knowledge of our products & services
• High degree of self-confidence but team first attitude
• Authorized to work in the United States

Benefits

• Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable))
• 401(k) Plan with company match
• Employee Stock Purchase Plan (ESPP)
• Short- and Long-Term Disability Programs
• Basic Group Life Insurance