Financial Advisor, Management FastTrack
Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients.
As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions.
Your basic responsibilities will include:
- Prospecting and networking via face-to-face meetings with potential clients
- Closing and executing sales transactions
- Servicing existing clients
- Analyzing and compiling presentations
- Attending training sessions and meetings
Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong
entrepreneurial spirit bolstered by confidence, persistence and a high degree of
personal integrity. This allows the Financial Services Representatives to quickly
establish trust and build the kinds of relationships from which a client base can be
developed. Gamma Capital Group's Financial Professionals come from a wide variety of
professional backgrounds, from salespeople to bankers to engineers. It is expected that
you will utilize the knowledge that you have gained and the networks that you have built
in your professional life in order to develop and expand your career as a Financial
Services Representative.
Our Advisors enjoy:
- Flexibility and work-life balance most financial careers don’t offer·
- Competitive compensation and comprehensive benefits.
- Extensive training and support and a dedicated management team
- Training and mentorship for employees who want to pursue their career goals
- Advancement/management opportunities
If you think you are the right fit for a winning team, please apply today!
Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage.
Work Authorization:
(Unfortunately No visas accepted)
Experience
- Previous employment in sales where you have successfully turned prospects into customers
- Professional Licenses: Life, Accident and Health license, SIE, Series 6/7 and Series 63 and 65 or Series 66
- If you do not have them, you will be required to attain State life and health licenses, SIE, FINRA Series 6 or 7 and 63 or 66
- Sales experience is helpful, but not required
- MBA, JD, CFP®, CPA or ChFC, a plus
Qualifications:
- Entry-Level
- Finance experience not necessary - We have training programs!
- Ability to obtain LAH, SIE, S6 or 7, and S63 and S56 or S66
Skills:
- Strong communication skills
- Sales/ marketing/ entrepreneurship interest
- A four-year college degree or more
- Results-driven, highly motivated, self-starter
At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being.
We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.