Ascent Capital Group ยท 6 days ago
Financial Professional
United States
Full-time
Remote
New Grad, Entry LevelAscent Capital Group is a financial services firm focused on providing specialized solutions for niche investing alternatives and financial planning. The Financial Professional role involves offering personalized financial planning services and educating clients on strategies to achieve their financial goals while enjoying the flexibility of a remote position.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Learn and apply financial concept and strategies tailored to clients' needs
Build long-term relationships with individuals, families and small businesses
Educated clients on retirement, insurance, and wealth-building strategies
Leverage modern fintech tools to streamline your business
Participate in ongoing mentorship and training opportunities
Qualification
Required
Must have or be willing to obtain a Life & Health Insurance (we provide guidance through the licensing process)
Must be a USA Resident or Citizen
Positive attitude and strong personal integrity
Eagerness to learn and grow in a dynamic industry
Coachable and open to constructive feedback
Team player with a collaborative mindset
High ambition and a drive to go above and beyond the norm
Entrepreneurial spirit with a passion for helping others
Values freedom, flexibility, and a strong ethical foundation
Strong Communication skills for client-facing interactions
Self motivated with strong follow-through and communication skills
Highly ambitious
Excellent organizational skills and attention to detail
Preferred
Enjoys learning about personal finance (experience welcome but not required)
Benefits
Flexible schedule (build around your life)
Mentorship and leadership development
Strong, collaborative team culture
Commission income with performance bonuses
Pathways to build a lasting book of business
Company
Ascent Capital Group
Ascent Capital is a financial services firm that specializes in niche investing alternatives, college planning/child head start plans, business owner solutions and retirement planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase