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Financial Services Professional
2 months ago
**About the Role**
As an Associate with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a full practice succession plan.
**Key Responsibilities**
- Build relationships with high net-worth individuals and develop new business opportunities.
- Prepare and present full holistic financial plans using Conquest software.
- Develop new client relationships from external prospecting and introductions generated from centers of influence.
**Requirements**
- Minimum of 10 years of experience in the financial services industry.
- Completed industry licensing – Mutual fund licensed or Securities licensed.
- Life License Qualification Program (LLQP) or willing to obtain.
- CFP® or PFP designation.
- Proven track record for sparking new relationships and bringing on high value clients.
**Compensation**
- Compensation is aligned to business achievements.
- Percentage of practice ownership and assured value will be based on the percentage of assets transitioned relative to the overall size of the practice.
