Job Description

Job Description

Job Description

A financial professional looking to join a firm designed for the future and helping build & transfer the next generation of wealth.

Join our team and receive:

• Non-captive solutions for clients: investments, planning & insurance
• Hands-on leadership and coaching
• Modern marketing and sales support
• Back-office support
• Technology enabled tools and services
• Flexibility to run and grow your business
• Control over your financial future
• Location flexibility

What you need

• Highly self-motivated and self-disciplined, must have the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships, help others and do so ethically
• Positive attitude, willingness to learn and unafraid to fail
• Detail-oriented, organized and strong time-management
• Always willing to learn
• Good communication skills: excellent listening skills, the ability to critically think and explain complex information in a simplistic manner

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Uphold highest level of integrity

Qualifications

• Bachelor's degree in Finance or related field
• Industry experience (preferred transferrable book of business) 
• Securities license (Series 66 or Series 65)
• Strong understanding of the financial, insurance and investment business
• Excellent interpersonal & sales skills

HDQ Wealth is a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the complex needs of each client while maintaining the disciplines to achieve and protect generational wealth.

Company Description

HDQ Wealth is a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the complex needs of each client while maintaining the disciplines to achieve and protect generational wealth.

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