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
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.