On-site1 weeks ago
Financial Services Representative
Wisepath Group
Job description
Financial Services Representative Position Overview No background in finance is required. A fully structured, classroom-to-field training curriculum is provided to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business. Key Responsibilities Participate in a structured, multi-phase licensing and financial planning training program. Learn to host con…