Paraplanner

What We Look For

• A+ Player
• Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
• Dislikes working with B and C players.
• Does not need to be told twice what to do.
• Foxhole Team Member
• Has a servant's heart and a purpose bigger than themselves.
• Will help a team member fix a flat on the side of the road at 6am.
• Goes above and beyond to provide a "White Glove Service" to our clients.
• Rocketship Mentality
• Excited to join a fast-growing startup with extreme upside.
• Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
• "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).
• Main Responsibilities:
• No Experience Needed – We offer one of the best advisor training programs in the country.
• Attain Series 65 and Life & Health licenses
• CFP® candidate or actively pursuing CFP® certification
• Interest in obtaining the CKA® Credential
• Build financial plans
• Attend client meetings and provide support to advisors
• Receive extensive mentorship and training to develop into a financial planner
• Focus exclusively on serving clients, not sales. No prospecting required, as we have more leads coming to us than we can bring on at this point