Financial Representative
Financial Representative
Are you career disturbed? Have you outgrown your current job? Have you ever thought about being self-employed? If you answered yes to any of these questions, you owe it to yourself to have a conversation with us. A conversation with us could help you answer these questions.
Financial Representatives at Clement Wealth Management help their clients live more and worry less through our personalized approach to financial planning. As an independent contractor, a financial rep spends their days acquiring clientele and finding financial solutions with help from industry-leading training, mentors and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our comprehensive training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Clement Wealth Management Financial Representative:
- Build—Work to build a client base by growing relationships with your network and develop knowledge of financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
- Influence— Presenting clients with solutions that impact our reputation in the community.
Compensation & Benefits
- Commission structure to support early development.
- Renewable income.
- Bonus programs and expense allowances.
- Support for insurance licensing, SIE, FINRA Series 6, Series 63, CFP® designation, and more.
- Retirement Package and Pension Plan.
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance.
- Family Planning.
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience.
- Entrepreneurial ambitions.
- History of success in sales, athletics, military, client services, or client-facing roles.
- Excellent time-management skills.
- Desire for continuous learning.
- Legal authorization to work in the US without sponsorship.
Are you ready to change your life and the lives of your clients? Are you a fit? Apply now!
About Clement Wealth Management
Francis J. Clement, Owner of CWM, has spent his entire career being an advisor. He was initially a Financial Representative in 1997 and then went on to become a Wealth Management Advisor in 2011, after being accredited with the coveted CERTIFIED FINANCIAL PLANNER™ Professional designation. As a CFP® professional, he is held to a fiduciary standard by the CFP® Board. Francis graduated from the University of Rochester with a BA in Economics.
His expertise can be gauged by his 26 years of cumulative experience in the risk management and wealth management fields. Francis and his team specialize in designing customized solutions for high net worth and high-income professionals. He also assists with creating or protecting wealth through high quality insurance solutions. He is highly motivated by the relationships he builds with his clients through fee-based planning and strives to do everything in his power to ensure they reach financial independence.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
Francis J Clement uses Clement Wealth Management as a marketing name for doing business as a representative of Northwestern Mutual. Clement Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Francis J Clement is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.