Outbound Associate

📍 United States·🏢 Remote

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Responsibilities

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meeting with a Financial Advisor.

Knowledge of investment products and services.
What will set you apart Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.**

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.**
Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time
Base Salary Range $38,500.00 - $49,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.