Partner Program
Experience a rewarding career at Uptick Financial Services LLC. where you help people understand the basics of their personal finances while building your own personal career in the finance domain. Whether you are new to the industry or you are looking to enhance your professional skills, we can provide you with the training and support you need to take your skills to the next level. As an associate with Uptick Financial Services LLC, you will help individuals accumulate wealth and protect their hard-earned assets.
Responsibilities
- Schedule appointments
- Conduct face-to-face meetings
- Analyze clients’ financial situations with help of tools provided
- Conduct the gap analysis for clients
- Recommend appropriate solutions
- Present the solutions to client
- Coordinate with the client and service providers
- Complete and maintain all necessary documentation
- Create and maintain a healthy and
long lasting relationship with clients - Develop leads
- Expand the task-force for increased
outreach - Comply with all regulatory
requirements, including licensing and
registrations
Required Skills
- Bachelor’s Degree, or equivalent work experience demonstrating proficiency in marketing, sales, or customer service
- Excellent communication skills
- Excellent interpersonal skills
- Organized individual who excels in
problem solving and multitasking - Motivated hard worker who displays
self-confidence and a strong desire to learn - Energetic self-starter
- Management skills are desirable but
not required
What You Will Gain
As a full-service independent financial service professional, you will be creating customized plans to meet client needs in the following areas:
- Retirement planning
- Tax savings
- 401K Rollover
- College Savings
- Asset protection
- Risk management
- Estate planning
- And much more
Position
Full Time / Part Time
Compensation
Variable pay / Commissions only