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Financial Planner- Mentee Program

Company: Southwestern Investment Group
Location: Omaha
Posted on: September 15, 2019

Job Description:

Financial Planning/Mentee Program position - Financial Services (Omaha, NE) --Compensation: Salary depends on experience Employment type: Full-time--We have an established, independent wealth management practice and we are looking to add another financial advisor to our team. Our firm has found great success by establishing a mentorship program for newer advisors looking to join the financial planning industry. The first two years of the program are spent working directly with two senior advisors and our clients, almost like a physician's residency program. During this two-year period, our goal is to teach the newer advisor as much as possible to help them learn what is necessary to build and succeed as a financial planner. Some experience in financial planning would be ideal, but not 100% necessary if the fit is right. Finding the right partner for our growing practice is our priority.----Responsibilities for this fast-paced office environment require attention to detail, sales skills, high-level writing skills, strong organization skills and self-motivation. Candidate will ideally already have series 7 licensing, insurance licenses, and some industry experience. This position offers full benefits and a competitive--base salary. More importantly this person will have an active role in a fast-growing practice, mentorship from two senior planners, and a jumpstart on a great career path. Please send resume if you are interested. --

Keywords: Southwestern Investment Group, Omaha , Financial Planner- Mentee Program, Accounting, Auditing , Omaha, Nebraska

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