Salary: $54,000 + Bonus
Potential compensation in 5 years: $100,000 - $150,000
Job Types: Full-time, Permanent
Grandtag Financial is a premier financial advisory firm specializing in tailored tax structuring, wealth management, and legacy planning for high-net-worth (HNW) families, medical professionals, and entrepreneurs. Partnering with leading institutions (Banks, Lawyer, Accountant...), we provide sophisticated financial solutions that ensure our clients' assets are preserved and positioned for enduring growth.
What You Need to Do to Excel
- Identify the the financial concerns and goals of affluent clients and how to bring awareness to them.
- Understand how to attract affluent clients who will benefit from our top planners’ solutions.
- Engage with affluent clients face-to-face at client events and meetings.
- Schedule impactful meetings for affluent clients with our planners and assist planners in closing deals.
- Track progress and provide detailed appointment recaps using our CRM system.
Who are We Looking for
- A strong background in banking or financial institutions is considered an asset.
- Extensive face-to-face customer service experience would be highly valuable.
- Winner Mindset: You strive for first place and don't settle for second.
- Results-Driven: You know that higher results mean higher rewards.
- Professional Presence: You present yourself well, both in person and in writing.
- Ambitious: You seek promotions every year for the next five years.
- Client-Focused: You enjoy interacting with affluent clients, both verbally and in writing.
- Driven Learner: You’re hungry to learn, grow, and earn.
- Action-Oriented: You listen, execute, and deliver results.
- Big-Picture Thinker: You don’t get caught up in minors — the results are what matter.
Why GT Wealth?
- If you’re content being second-best, this is not the place for you. Our reputation speaks for itself — check our YouTube, Google, and Facebook reviews.
- We provide only the best estate planning, corporate tax savings, and financial tools to affluent clients.
- Demonstrate results, and you’ll have the opportunity to be promoted every year.
- Within five years, you’ll have the chance to grow into a Relations Manager or a higher-ranking advisory role.
- Our performance-based promotion system offers you the opportunity to earn an income that not much other roles can match in five years.
- We listen to our team, recognize efforts, and celebrate wins.
- If you’ve ever wanted to work directly with affluent, high-net-worth clients, this is your chance.
- Work side-by-side with the top 0.01% planners known as the best in the industry.
Are You Ready to Leap?
If you’re serious about differentiating yourself from the average, this is your opportunity. Join a team where being "good enough" is never good enough. If you’re ready to be more capable, more successful, and more driven than the rest, then we want to hear from you.
Requirement:
Language: English, Chinese (Mandarin & Cantonese)
Job Types: Full-time, Permanent
Pay: From $54,000.00 per year
Benefits:
Work Location: In person
