Salary $75,000 - $100,000 a year job type full-time
Full job description
Remote position /
Recruiting – remote /
Success, for you and your clientsEarn the ability to create your own financial success through helping clients enjoy their ownYou do not need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spiritWe will provide training, resources and the support that you will need to do better than your best.
Being financially advanced requires a whole new level of thinking and doing.
At mcadam, we’ve completely reinvented the concept of financial advice to take clients and their future to a whole new levelUnlike most advisors, we go beyond the traditional focus on one’s personal and financial lifeWe also consider an additional, more important driver of one’s financial picture—their profession.
What a financial advisor/wealth manager does:
Identifies and sets appointments with potential clients
Meets with clients to assess their financial needs
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support
Some of the features of this position include:
Robust three-year mentorship program including one-on-one training from seasoned leaders in the financial services industry
Comprehensive training includes financial planning, marketing techniques, consultative selling, client service, investment strategies and products, and regulatory compliance.
Local and national marketing support, including brand advertising, that will help to expand and grow client relationships
Extensive product offering covering virtually every category – including mutual funds, etfs, stocks, bonds, iras, insurance, annuities, etc.
The opportunity to build and grow relationships with clients that can last for many years
Significant career growth opportunities within the company, including the advanced advisor path and a fast-track to leadership program (advisor coach, district manager, field vice president, and other corporate opportunities)
Finance plan with uncapped earning potential - top advisors can make $75,000 - $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their performance results
2018 – mcadam wins a 2018 stevie® “customer service department of the year” award
2018 – mcadam headquarters in philadelphia named 1 of 3 “best financial services” by threebestrated.com
2018 – awarded “top 10 best financial advisors in boston, ma” by* advisoryhq*
2017 – mcadam named a “smartceo 2017 corporate culture award winner”
2017 – mcadam named to inc5000 list of fastest growing companies in america
2017 – mcadam named one of the fastest growing ria firms in the u.sBy fa magazine
Bachelor’s degree in business or industry related field preferred
Must be a u.sCitizen or permanent resident
Job type: full-time
Work location: multiple locations