Thurston Springer Financial
Finance • Fintech • B2B
Thurston Springer Financial is a dedicated partner for financial advisors, focusing on their success and autonomy since its founding in 1981. The firm offers a comprehensive wealth management platform, various business affiliation models, and a robust technology stack to support advisors in effectively serving their clients. With a commitment to building strong advisor-client relationships, Thurston Springer Financial provides resources and transition support to help advisors grow their practices and achieve their definition of financial freedom.
Entry Level Financial Planner
Job not on LinkedIn
February 5
🗽 New York – Remote
⏰ Full Time
⚪️ Entry-level
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
Thurston Springer Financial
Finance • Fintech • B2B
Thurston Springer Financial is a dedicated partner for financial advisors, focusing on their success and autonomy since its founding in 1981. The firm offers a comprehensive wealth management platform, various business affiliation models, and a robust technology stack to support advisors in effectively serving their clients. With a commitment to building strong advisor-client relationships, Thurston Springer Financial provides resources and transition support to help advisors grow their practices and achieve their definition of financial freedom.
📋 Description
• Engage with clients to understand their financial goals and needs. • Provide personalized financial solutions and recommendations based on individual circumstances. • Educate clients about tax-free wealth-building strategies and life insurance products. • Collaborate with team members to develop tailored financial plans. • Build lasting client relationships and foster trust through transparent communication. • Continuously stay updated on industry trends and financial regulations.
🎯 Requirements
• No prior experience is required • Highly motivated individual • Excellent interpersonal and communication skills • Passion for educating and helping others • Natural interest in personal finance • Willingness to get licensed • Ability to pass a background check.
🏖️ Benefits
• Work from home/remote • Flexible working hours • Work Part-time / full-time • Growth opportunities • High performance based commission pay • Bonus pay possibilities • Extensive free ongoing weekly & monthly training, mentorship, collaboration. • Discounted licensing study and exam links to the unlicensed applicant.
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