Financial Advisor - Ataraxis Wealth Management ORL
The Job Sauce, Winter Park, FL, United States
Financial Advisor Opportunity
Financial Advisors at Ataraxis Wealth Management help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With access to nationwide mentors and leaders, we surround you with resources to support your financial expertise, including but not limited to:
Planning Experience
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
As an Ataraxis Wealth Management Financial Advisor, you will:
BuildWork to build a clientele by growing trustworthy relationships with your network and develop knowledge of financial products and market trends.
EducateEducate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
InfluencePresent clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
OwnTake ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. You are in business for yourself but not by yourself!
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Prior sales and/or business experience
Entrepreneurial ambitions
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Must be located in Greater Tampa Bay Area or intending to move there
Income Growth Opportunity:
First year income ranges from $70,000- $200,000
Base pay plus commission
Average annual advisor income after 5 years: $571,000; top 25%: $1.27M; top 10%: $2.4M
Benefits:
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Recent Awards and Accolades of Northwestern Mutual:
FORTUNE 500 COMPANY (2023)
FORTUNE WORKS MOST ADMIRED COMPANIES (2022)
FORBES BEST EMPLOYERS FOR WOMEN (2022)
FORBES BEST EMPLOYERS FOR DIVERSITY (2022)
TOP 125 TRAINING PROGRAM
Work Location: Hybrid in Winter Park, FL
Financial Advisors at Ataraxis Wealth Management help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With access to nationwide mentors and leaders, we surround you with resources to support your financial expertise, including but not limited to:
Planning Experience
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
As an Ataraxis Wealth Management Financial Advisor, you will:
BuildWork to build a clientele by growing trustworthy relationships with your network and develop knowledge of financial products and market trends.
EducateEducate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
InfluencePresent clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
OwnTake ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. You are in business for yourself but not by yourself!
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Prior sales and/or business experience
Entrepreneurial ambitions
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Must be located in Greater Tampa Bay Area or intending to move there
Income Growth Opportunity:
First year income ranges from $70,000- $200,000
Base pay plus commission
Average annual advisor income after 5 years: $571,000; top 25%: $1.27M; top 10%: $2.4M
Benefits:
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Recent Awards and Accolades of Northwestern Mutual:
FORTUNE 500 COMPANY (2023)
FORTUNE WORKS MOST ADMIRED COMPANIES (2022)
FORBES BEST EMPLOYERS FOR WOMEN (2022)
FORBES BEST EMPLOYERS FOR DIVERSITY (2022)
TOP 125 TRAINING PROGRAM
Work Location: Hybrid in Winter Park, FL