Broker Check

Careers with Rise

Let’s face it, there are challenges in being a financial advisor such as:

  1. Lack of marketing support.
  2. Incomplete or missing systems for engaging prospects and converting them to clients.
  3. “Lone wolf” cultures where advisors feel alone.
  4. Misalignment with the company’s “why” and the advisor’s “why”
  5. Little to no collaboration to assist with case design.

At RISE, we have strategies to:

  1. Create more conversations.
  2. Systematically engage prospects and help people move forward to become clients.
  3. Engage in a meaningful and inclusive culture.
  4. Ensure there is alignment on the front end in your “why” and RISE’s “why”
  5. Collaborate and develop appropriate strategies to meet the client’s need.

At RISE, our goal is to provide a collaborative environment for advisors to prosper and succeed. We value the element of human interaction and connection. RISE seeks to disrupt the industry through continuous refinement of systems and processes. We are driven to make a significant impact in the lives of clients and the advisors on our team. Our mantra is to help people Live Beyond Money.

We are now hiring for a Financial Advisor.

The ideal Financial Advisor will be responsible for:

  • Positively impacting culture
  • Mentoring new reps through joint work and coaching
  • Implementing coaching from leadership
  • Doing things for the right reasons
  • Connecting his/her personal “why” to serving the needs of clients
  • Prospecting, creating, and fostering new client relationships and driving growth
  • Serving as a quarterback between client, leadership team and strategic allies
  • Providing recommendations around clients’ goals and priorities
  • Following up with clients through timely and effective direct communication
  • Achieving activity goals
  • Making financial information relevant and understandable to the client
  • Maintaining an entrepreneurial spirit and the drive to make an impact

The ideal Financial Advisor will have the following qualifications:

  • 3+ years’ experience required in an environment where insurance and protection planning is prevalent
  • Ability to create new business opportunities
  • An entrepreneurial spirit
  • CFP is a plus
  • Life and Health license REQUIRED
  • FINRA Series 7, 66 or 65 preferred
  • A strong desire to coach lesser experienced advisors and work cases with them through “live fire” training
  • Knowledge of eMoney/MoneyGuide/RightCapital, RedTail/Salesforce, WuFoo, LinkedIn, Zoom, and WBC preferred.
  • Driven, assertive, organized, detail-oriented, and meticulous
  • Well-spoken and articulate
  • Ability to prioritize, time block and multitask; can work in a fast-paced and changing environment
  • Ability to work under pressure
  • Patient, open minded/coachable, relatable, conversational, and able to listen

The Financial Advisor will be eligible for the following benefits:

  • Performance driven compensation
  • Additional joint work commissions and/or overrides
  • New business bonus
  • Marketing Stipend
  • Licensing Scholarships (Insurance and Securities)
  • Planning Platform Subsidy
  • Remote work
  • Relevant and integrated technology package
  • 401(K) with match
  • Medical Insurance and HAS
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance

More about RISE:

RISE helps people accomplish their most important financial goals by using suitable products and strategies instead of pushing one product or strategy. The client is telling us what they want and need- it is our job to meet that need. We layer in utilization of the right technology to engage the client and keep them engaged… and it’s what sets us apart.

Culture drives who we are at RISE. We are looking for the right person to contribute to our unique organization.

If you want to get paid what you are worth and take control of your future, please fill out the form below and send a resume to careers@risebeyondmoney.com 

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