Financial Manager

Fortuna4All | San Francisco | apply.workable.com |
Career Opportunity in Financial Industry

Seeking career oriented professionals for business expansion. Position involves utilizing financial strategies to educate and assist clients. Make a difference in people's lives while building a lucrative career!

Position Requirements:

 •  Build client relationships through education and guidance.
 •  Prepare customized financial plans based on the client's goals.
 •  Present tailored retirement, investment, education and risk management solutions.
 •  Marketing, networking and community outreach.
 •  Develop, maintain and leverage a professional social media presence.

Support & Training Provided:

 •  Guidance and assistance to obtain required professional licenses.
 •  Partnership with top "A" rated financial product providers.
 •  Leadership and mentorship from industry experts.
 •  Flexible Schedule; Flexible Location
 •  Proven training system with unlimited earning potential.

Ideal Candidate:

 •  Proven success in sales, recruiting, or client-facing roles.
 •  Excellent communication skills and financial acumen.
 •  Strong work ethic, drive, and self-motivation.
 •  Desire to educate clients and customize financial plans.
 •  Goal-oriented, organized, and accountable.

At our company, we embrace unique perspectives. Our clients come from all walks of life, and so do we. Your background does not define you - your character, skills and passion do. We hire great people not just because it's the right thing to do, but because it makes us stronger.
If you want to help families secure their futures while growing personally and professionally, you belong here. Our diversity is our greatest asset. Together, we can make real change happen through the power of innovation and inclusion.

Ready to secure your financial future while helping clients achieve theirs? Apply now and let's connect.

Requirements

Ideal Candidate:

 •  Demonstrated proven success in roles requiring strong interpersonal skills. (Such as sales, recruiting, marketing or any client facing positions across any industry.)
 •  Exceptional communication skills and a willingness to embrace and learn new dynamics.
 •  Driven, goal-oriented, competitive individuals eager for personal success.
 •  Self motivated and self disciplined.
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