Overview
Certified Financial Planner Jobs in California City, California, USA at LawLaw
About Law Law
Law Law is an innovative legal tech startup that’s revolutionizing the way people approach estate planning. Our AI-powered platform makes it easy and affordable for everyone to create legally valid wills, trusts, and other essential documents. We’re passionate about empowering individuals and families to protect their future and leave a lasting legacy.
Position Overview
We’re seeking experienced and motivated Certified Financial Advisors (CFAs) to join our team as independent contractors. In this role, you’ll play a crucial part in expanding Law Law’s reach and providing valuable financial planning guidance to our clients. You’ll have the opportunity to leverage your expertise to help clients integrate estate planning into their overall financial strategy, ensuring their assets are protected and their wishes are honored.
Responsibilities
Identifying and pursuing new business opportunities within your territory
Presenting our innovative AI-integrated products for business organization, marketing empowerment, and customer engagement
Building strong relationships with clients and providing exceptional support to ensure their success
Collaborating with our team to develop effective sales strategies and exceed revenue targets
Staying up-to-date with industry trends and emerging technologies to effectively position our offerings
What We Offer
Uncapped earning potential with a competitive commission structure that rewards your hard work
The freedom and flexibility to manage your own schedule and work remotely
Comprehensive training and ongoing support to help you succeed in your role
The opportunity to represent groundbreaking AI solutions that are transforming how businesses operate
A dynamic, fast-paced work environment with room for growth and advancement
Qualifications
Valid Certified Financial Advisor (CFA) designation.
Proven experience in financial planning, with a focus on estate planning strategies.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to build rapport and trust with clients.
Self-motivated and entrepreneurial mindset.
Comfortable working independently and remotely.
To Apply
Please submit your resume and a cover letter highlighting your relevant experience and interest in estate planning to info
Join the Law Law Team
We’re looking for passionate and dedicated CFAs who are excited to make a difference in people’s lives. If you’re committed to providing exceptional client service and believe in the power of estate planning, we encourage you to apply!
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Title: Certified Financial Planner
Company: LawLaw
Location: California City, California, USA
Category: Law/Legal, Finance & Banking
