Partner - Closer/Sales Person of Wealth Management Services

7/20/2020
Third Act Retirement Planning
Thomas Cloud Jr
3380 Trickum Road Building 1100 Woodstock, GA 30188 Phone: 7702989379
thomas@thirdactretirement.com
Phone
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This position is a partnership in the actual RIA. So ownership in the RIA is a part of this career opportunity. We will provide leads for you to follow up with and close on behalf of our firm. We are a 20 year old wealth management firm for retirees and our custodian is Charles Schwab. Handle sales and closing leads.


You may be a good fit to interview if:

1) Have wealth management or financial services sales experience. For example, if you were in sales for Ken Fisher Investments.

2) You like selling and want a partner to handle everything else.

3) You don’t need to get paid from this job right away. There is no salary. This is like starting a company.

4) You have some money to invest in marketing as well.