Associate Financial Advisor
We are looking for highly motivated individuals who are interested in building a career as a Financial Advisor. The path to becoming a fully licensed financial planner, begins with partial licensing and training as an Associate for RetireUS.
Prior to your full-time start, RetireUS operates a 26-week part-time development program where you will begin building your financial planning practice with the support of a fully licensed mentor. Each week you will be delivered an education module consisting of 5-10 on-demand classes designed to gradually build your knowledge and understanding on sales, financial planning, and business operations. Upon completion, you will have all of the tools necessary for success and will begin your career as a virtual financial planner.
About RetireUS:
RetireUS is a nationwide financial planning firm specializing in virtual financial planning and remote work for independent financial advisors. We are a thriving team of entrepreneurial advisors, with a deep focus on educating, training, and developing the next generation of fiduciary based financial planners. With the use of video conferencing, screen-share technology, and encrypted file exchange, we maintain the human element of in-person financial planning with our clients, while adding a new level of convenience for the client experience.
Company Core Values:
The corporate culture at RetireUS is built from five core values that connect us as like minded individuals. These principles are as follows:
- Attitude Is Everything
- Durable Energy
- Always Move The Ball Forward
- Lead From The Frontlines
- Commit To Greatness
Program Description:
"Our guarantee is to dramatically shorten the learning curve toward becoming a producing financial advisor through our remote advisor development curriculum. This program will not only give you all the tools necessary for success, but will dramatically accelerate your trajectory as a career Financial Planner.”
The Associate Program is a dynamic 26-week remote work program that has been designed to dramatically shorten the learning curve toward becoming a career financial advisor. Through our proven sales, financial planning, & operations curriculum, associates are immersed in a fully virtual interactive & hands-on work week. Prior to the program start all participants will become partially licensed in the financial services industry and upon satisfactory completion of the program will receive career offers and securities license sponsorship. The 26-week program consists of 70+ hours of on-demand classes, live training, and a virtual office platform.
Program Highlights:
- Work from anywhere - fully remote position with a fully virtual company
- Nationwide prospecting - no geographical constraints on building your business
- Requires a minimum commitment of 20 live hours (30 hours is recommended)
- Can be paired with outside supplemental part time employment
- 70+ hours of on-demand classes for training and skill development
- Includes sponsorship for professional licensing
- Uncapped commission structure (85k target in first year earnings)
- Target marketing leads are provided - Database with over 1,000,000 targeted cell phone contacts
- Series 65 sponsorship covered by RetireUS after performance review
Role & Responsibilities:
This is a highly competitive position and is reserved for candidates who are entrepreneurial, competitive, energetic, coachable AND in alignment with the company’s core values. Financial planning, finance, sales, & entrepreneurship degrees are encouraged, but not required. The program is designed for entrepreneurs interested in a HANDS ON, fast paced environment
- 1:1s with a business mentor
- Personal marketing plan development
- Sales/operations/financial planning training
- New client sales prospecting
- Financial analysis
- Investment strategy construction
- Client meeting presentations
- Operations support
- Corporate projects.
All inquiries should include an updated resume and a 1-2 sentence overview describing how you fit the Cornerstone culture, and why you believe this position is right for you.
We are looking forward to speaking with you!