•Starting salary will be between $80,000 and $90,000 based on your credentials, designations, and experience leading client relationships
•Revenue-linked bonus from the accounts that will be assigned to your Rep ID once you begin to independently service certain clients. This will begin after your first six months with us, and additional accounts will be added over time as new clients join the firm, and as you are able to begin leading other long-standing client relationships. This bonus is paid quarterly.
oNOTE: If you have a client-base you already serve and wish to bring them to Haas Financial Group to continue servicing, we will discuss how to best navigate that situation, as it is our intent for you to have the capacity to begin servicing several of our existing clients within the first 6-months of joining us, and many new relationships as we grow.
Required Education:
4 Year Degree
Additional Information:
Hybrid/Remote is allowed.
Our firm is ready to expand our team! We are currently in search of a Wealth Manager Associate to help in financial plan development for new clients and to take the lead on servicing several long-standing client relationships. As a growing financial advisory business, we are looking for a seasoned candidate ready to jump into this role with both feet! If you think this job could be for you, please send an email to info@haasfinancialgroup.com with your resume and a short video introducing yourself, describing what makes you the best we can hire and why you would like to join our team. We want someone ready to embrace our small, community-based firm, who takes pride and ownership over their tasks and loves helping people.
Certified Financial PlannerTM with 5+ years of experience in financial services
Excel and eMoney software experience
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Commitment to personal growth with a willingness to learn and be coached
Inter-personal skills, technical skills and the desire to be a part of a team
Ability to prioritize tasks and handle fast-paced, sometimes stressful situations