WestPac Wealth Partners

Financial Representative

WestPac Wealth Partners

Aug 4th, 2022
$ 40000 - 250000 / Year
Who We Are & Why WestPac Wealth Partners

The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth.

Be Inspired

As one of the fastest growing firms in the financial industry, no one is better positioned to help you build your career than WestPac Wealth Partners. We provide an exceptional, high quality, high integrity and consistent client experience for our producers and their clients that delivers results beyond their expectations. We are committed to the development of the best individuals in our industry because we pay attention to training, product performance, financial strength, careful management and unquestioned integrity. At WestPac Wealth Partners, we are a team of highly motivated individuals where our strength is generated from our commitment to our clients, our producers, our staff and our industry. You will be excited to work with a team that shares a vision and make a difference in the community they serve.

Be Successful

As a Financial Representative of WestPac Wealth Partners, you can define your career any way you wish – be your own boss, keep flexible hours and be able to earn potential unlimited income. You’ll join a team of professionals and a company with a solid reputation. Best of all, you’ll be building a business for yourself, but not by yourself. You will be part of a growing family with great culture, unmatched support, excellent process and some of the best leaders in the industry. Not only will you be able to help your clients, but will extend yourself to our community & local charities.

Believe

Whether you’re just beginning your career, considering a change, or taking your career to the next level, we can help you get closer to the career and life you have always wanted!
4275 Executive Sq. #1100 La Jolla CA 92037
http://www.thewp2.com

At WestPac Wealth Partners, we are looking for talented people who want to take control of their career future. We offer the freedom to run your own financial services practice with the support of a Fortune 200 Company behind you. If you have the desire to be directly rewarded for your efforts, make a difference in people’s lives and be in a field that offers ongoing learning, you should explore the Financial Representative opportunity. It could be the best career decision you ever make.

About WestPac:

WestPac Wealth Partners is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.

Fortune Magazine recently recognized WestPac Wealth Partners in two separate features as best places to work! First, as #1 Firm in Financial Services and Insurance to work for as well as the 7th best mid-sized company in the United States to work for. We could not be prouder of our culture! https://fortune.com/best-medium-workplaces/2019/westpac-wealth-partners/

Career Requirements:

To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial Representatives:

  • Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
  • Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
  • Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
  • Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.

Responsibilities:

  • Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement recommendations
  • Act as an advocate for your clients; commitment to enhance, enrich and serve client base
  • Implement cutting edge financial strategies to grow and develop long lasting, value based client relationships
  • Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
  • Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within target markets
  • Learn necessary selling skills practices

Education and Experience:

  • Minimum 4-year degree
  • Entrepreneurial minded with a strong work ethic
  • Desire to help others manage and achieve financial security
  • Highest level of integrity and ethics
  • Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies
  • Affinity for education and professional development
  • Goal oriented with a commitment to personal growth
  • Have or will obtain a Series 7 and Series 66 as well as State Life and Health Licenses

For more information on the many advantages of working with us, please contact:
Regina Reiff
WestPac Wealth Partners
4275 Executive Sq. Suite 800 La Jolla, CA 92037 Phone: 619.684.6296Fax: 619.684.6410

Job Type: Full-time

Pay: $40,000.00 – $250,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Physical Setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay

Work Location: One location

More jobs from WestPac Wealth Partners:

If you require alternative methods of application or screening, you must approach WestPac Wealth Partners directly to request this, as we're not responsible for the employer's application process.

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