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Trainer Advisor

The Financial Gym

The Financial Gym

New York, NY, USA
Posted on Thursday, December 21, 2023

Who We Are:

At The Financial Gym, we are putting the ‘personal’ back into ‘personal finance’. We are a woman-owned and operated financial services company, focused on providing affordable and comprehensive financial planning for everyone.

We’re committed to helping everyone get financially fit so they can achieve balance, decrease stress and become empowered by their money.

Position Overview:

As a Trainer Advisor, you have the honor of guiding clients through the Financial Fitness Program and supporting them along the way.

You will partner with your clients to identify, plan, track and achieve the goals they set forth in their training plans.

You will recognize their milestones, celebrate their achievements, and foster a long-lasting relationship with your clients.

You will have the bulk of the client appointments within your Gym and will manage the largest client load of all three levels of trainers.

This is a remote position.

Highlights Include:

  • Provide each client with an individualized financial program and effortless Gym experience
  • Collaborate with Gym team on efforts around client engagement and retention
  • Manage timely client schedule and regular check-ins
  • Regularly participate in client relationship building opportunities
  • Collaborate on recognition campaigns such as client birthdays, client anniversaries, milestone recognition, and outreach distribution management
  • Participate in prospect in-take calls when requested

Skill Sets for Success:

  • The “Relationship Manager” – You are someone who loves to be there for others and provide sound advice when called upon for help. You love to build connections with others and help others to reach their full potential.
  • The “Financial Guru” – You love personal finance and have actively researched different options for yourself and your family. You’re the one friends typically go to with financial questions, and love the challenge of finding the best savings and interest rates. You speak in numbers and have a passion for savings and budgeting.
  • The “Fast-Paced Fanatic” – You love being busy and thrive in a bustling start-up environment. You are organized and can plan ahead, and love being productive and tackling a to-do list.

Strong Candidate Profile:

  • Series 65 License or CFP is mandatory.
  • Bachelor's degree in finance, business, or a related field.
  • Proven experience as a Financial Advisor, demonstrating a successful track record in client acquisition and retention.
  • Strong knowledge of investment products, financial planning strategies, and market trends.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial information and provide clear, actionable recommendations.
  • Commitment to maintaining the highest ethical standards and client confidentiality.
  • A genuine interest in personal finance
  • Budgeting, cash management, tax planning, estate planning, and general investment experience
  • Possesses a welcoming demeanor and has a natural aptitude for client-service
  • Excellent verbal and written communication skills
  • Possesses knowledge in MS Office & Google applications Adaptable and able to work collaboratively

Training and Development Opportunities:

1.Client Consultation:

  • Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and investment preferences.
  • Analyze clients' financial situations and develop comprehensive financial plans that include investment strategies, retirement planning, and risk management.

2. Investment Advisory:

  • Utilize your Series 65 License/CFP to provide investment advice in compliance with regulatory requirements.
  • Monitor financial markets and stay abreast of industry trends to recommend appropriate investment strategies.

3. Relationship Building:

  • Build and maintain strong, long-term relationships with clients through regular communication and reviews of financial plans.
  • Act as a trusted advisor, addressing clients' concerns and providing ongoing support and guidance.

4. Compliance:

  • Ensure compliance with regulatory standards, including adherence to CFP/Series 65 licensing requirements.
  • Stay updated on industry regulations and incorporate changes into client interactions and recommendations.

5. Prior experience in the finance industry required:

  • Upon hire, you will go through a 3-week, paid, Trainer Academy program where you will receive training on our approach to financial coaching, internal processes, client management, under the mentorship of a veteran Trainer on the Trainer Development Team.

Commitment / Compensation:

  • Must be open to a flexible schedule Monday-Friday or Tuesday-Saturday. Some of our events take place in the evenings, and we expect our Level 2 Trainers to participate when available
  • This is a full-time salaried position at $65,000 per year
  • This position qualifies for performance bonus opportunities