Prosperity Partner

Job OverviewThis role involves partnering with clients to help them achieve their long-term financial goals. As a financial advisor, you'll develop and grow your own practice, supported by a team of professionals. You'll benefit from the experience that comes from working in an organization that has been serving millions of clients for over 100 years.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead a team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor. A salary for the first five years as you begin to build your practice. A firm-provided branch office in the community. Branch office support to help lighten the load so you can focus on your clients. A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect...No ceiling to your earning potential and growth. A compensation package that includes opportunities for commissions and profit sharing. The flexibility that you need to balance your personal and professional lives. A culture of continuous improvement and professional development. Key ResponsibilitiesBuild relationships to create new clients via face-to-face and virtual sourcing strategies. Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the team to create, monitor, and adjust the business plan to increase effectiveness and achieve desired business results. Create a highly engaging environment in the workplace of mutual trust, respect, feedback and accountability. Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. They grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. The earning potential is reflective of performance.What characteristics would make you a successful financial advisor?An interest in financial services and markets. Love of learning and challenges, including determination to succeed. Skilled in long-term relationship building. Comfortable in your ability to think critically. Passion for new opportunities. Licensing:Candidates should have at least one of the four qualifications bullets listed below:A bachelor's degree or equivalent work-related experience within the securities/financial services industry. Financial services and/or sales experience. Financial services registration, licensing, or certification. Professional and/or military career progression.

Created: 2025-08-25