Greater Promise is a full-service comprehensive financial / wealth management firm with a keen focus on helping our clients realize their dreams. We are a small financial group, so we take a personalized approach and work together to navigate our client's financial strategy. We're also part of a group of highly trained professionals through Interactive Financial Advisors Group (IFA) and have developed unique ways to enhance plans and grow wealth.
We offer to our clients:
- Special Needs Financial Planning
- Investment recommendations and ongoing management
- Critiques of current financial planning strategies and investments
- Analysis of insurance needs, health, life, home, auto, Medicare
- Cash-flow expense planning
- College funding strategies
- Estate and survivorship planning
- Income tax advice and preparation
- Advice on tax-deferred retirement plans
- Planning for retirement
We offer to our team members:
Competitive Compensation:
- Attractive Commission Structure: Provide commission structure that rewards performance and aligns with industry standards.
Flexible Work Arrangements:
- Remote Work Options: Allow for remote work and set your own hours to accommodate different work styles and personal needs. Live anywhere!
- Work-Life Balance: Promote a healthy work-life balance with reasonable work hours and support for personal commitments.
Professional Development:
- Continuing Education: Offer support for professional development, including funding for certifications, workshops, and industry conferences.
- Mentorship Programs: Provide access to mentorship and guidance from experienced professionals within the firm.
Comprehensive Benefits Package:
- Health and Wellness: Offers health insurance, dental and vision coverage, and wellness programs to support their overall well-being.
- Buy Back Plan: Provide a competitive buy back of the business at retirement.
Marketing and Support:
- Marketing Resources: Provide marketing support, including branded materials, digital marketing, and lead generation assistance, to help advisors build their client base.
- Administrative Support: Offer administrative and operational support to reduce the time advisors spend on non-client-facing tasks.
- Advanced Technology: Equip advisors with cutting-edge technology and tools that enhance their ability to serve clients and streamline their workflow.
- Client Management Systems: Provide access to robust client management and financial planning software.
Firm Culture and Values:
- Positive Work Environment: Foster a collaborative and inclusive company culture where advisors feel valued and supported.
- Alignment of Values: Ensure the firm’s values and mission align with the advisor’s personal and professional goals.
Business Growth Opportunities:
- Career Advancement: Provide clear pathways for career growth and opportunities for advancement within the firm.
- Equity Ownership: Offer equity or partnership opportunities to align the advisor’s interests with the firm’s long-term success.
Recurring Revenue:
How important is getting paid on your services on a recurring basis? Your efforts to assist in your clients success year after year is rewarded with being paid year after year.
Recognition and Rewards:
- Recognition Programs: Implement programs to recognize and reward outstanding performance and achievements.
- Incentives: Provide additional incentives such as trips, gifts, or special events for top performers.
So let's get started in a career that provides guidance on financial planning, wealth management, insurance, investing, retirement, and estate planning – we are committed to helping our clients navigate their financial options to ensure they achieve their financial goals.
Sales experience is preferred. You only need 3 licenses Life/Health, SIE, Series 65. For serious applicants, we can provide materials, and reimbursement of exam fees.
This is a rewarding career in which you will touch the lives of thousands of people.