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Interested in pursuing one of the highest-earning and most rewarding career paths? Discover how you can fast-track your career and establish yourself as an expert Financial Services professional.

Your invitation: Build a thriving financial advisory practice under the guidance of experts and the support of a Fortune 100 institution.

Phenom Labs has partnered with a premier financial planning and wealth management firm to expand its Financial Advisory team. We're looking for 3 experienced Financial Services professionals with at least 1 year of relevant industry experience to join the firm's fall cohort.

This is a rare opportunity to bring your experience to an entrepreneurial environment, while still having the backing of a Fortune 100 parent company that provides you with all the support and resources you need to thrive.

What You'll Do:

• Play a crucial role in building and maintaining a network of clientele across various product needs
• Build your professional network through appointments, leveraging social media, attending industry events, seeking referrals, conducting seminars, and implementing effective marketing campaigns
• Focus on selling estate planning, business succession, education planning, wealth and asset management, insurance & special needs planning, and advanced market planning
• Collaborate with our in-house CFA/Attorney consultants to design best-in-class financial solutions
• Provide clients with long-term perspective and guidance to help them overcome financial barriers
• Complete any necessary licensing requirements to provide clients with comprehensive support

What to Bring:

• 1+ years of professional experience as a Financial Advisor, Financial Planner, or Wealth/Asset Manager
• Experience working with retirement plans, such as 401(k), pension plans, profit-sharing plans, or non-retirement means like non-qualified deferred compensation agreements
• Strong ability to simplify complex financial concepts, identify potential problems, and develop innovative solutions to help clients achieve their goals
• Comfortable handling objections and overcoming challenges during client interactions
• Entrepreneurial spirit, interested and excited to build a book of business
• Excellent interpersonal and communication skills
• Licenses needed: Life and Health certification at a minimum; any of the following would be nice to have: CFP, CFA, Series 6, 66, 7, 24

What You'll Get:

• Industry best payouts/compensation package
• Industry lowest desk fees
• Ongoing cutting-edge training and development programs to become a leading comprehensive Financial Advisor
• Learn how to add fee-based planning to your stack of services
• Great culture and a team of experts to collaborate with and learn from
• Ability to grow your career on your terms - develop a thriving solo practice or receive expert support to build your own team of high-performers
• Excellent benefits package

What's Next:

If you are an experienced Financial Services professional interested in joining an innovative and rewarding firm, please apply today for immediate consideration.

What's Next:

If you are an experienced or aspiring Financial Services professional interested in joining an innovative and rewarding firm, please apply today for immediate consideration.