Financial Advisor/ Wealth Management Advisor
WESTPAC WEALTH PARTNERS CAREER DESCRIPTION
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you*. If you have the desire to make a difference in your community and be directly rewarded for your efforts, this could be one of the best careers for you.
About WestPac
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.
The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are
Career Requirements
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success.
In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
- 4-Year Degree minimum
- Entrepreneurial Mindset
- Desire to help others
- Interpersonal & Relationship skills
- Desire to build a business for yourself but not by yourself
- Strong work ethic
- Coachable
- Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66
What We Provide
- Best-In-Class, Proprietary Training and Education Systems
- Proprietary Planning Software
- Team-Work Culture
- Free Licensing
- Access to study and licensing materials – reimbursements for tests.
- Advanced Planning Team
- Accountability and Marketing Coaches
Job Type: Full-time
Pay: Commission based
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Commission only
- Commission pay
- Signing bonus
Education:
- Bachelor's (Required)
Experience:
- Financial concepts: 1 year (Preferred)
License/Certification:
- Life & Health Insurance License (Preferred)
- Series 7 (Preferred)
- Securities Industry Essentials (Preferred)
- Series 66 (Preferred)
Work Location: Hybrid in San Diego, CA 92121
* Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680| 2022-147501 | Exp. 12/24
Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com