Modern Planning Group
Modern Planning Group is a financial services company that specializes in wealth management and insurance.
- Open roles
- 362
Company signals
Score: 55Job facts
- Location
- Orlando, Florida, United States of America
Last verified live 4 days, 15 hours ago · checked directly on the company's Oracle Taleo
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Wealth Management Associate with Future Leadership Opportunity - FL Orlando, Mt. Dora, Kissimmee, Daytona Beach, and Melbourne (5125)
at Modern Planning Group
Leaders are critical to the growth of an organization as great teams don't
just depend on strategies - they thrive with the right people to drive them.
Our management platform affords you the opportunity to have a large-scale
impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a
mission to help people build fulfilling futures grounded in stability,
innovative strategies and commitment to our clients.
Daily Activities may include
• Networking to discover new talent to grow your team
• Coaching from your experience & training to develop new Financial
Professionals
• Collaborating with local leadership to strengthen values, mission and
vision
• Committing to personal and district goals consistent with branch and
company strategy
• Supervisory skills ensuring compliance and brand are met
• Fostering diverse talent and enabling an inclusive work environment
• Teambuilding through culture and events