Do you love analyzing numbers, finances and planning? Would you like to be an entrepreneur? This opportunity might be a great fit for you!
We offer financial services, but we do it a little different than most financial firms. Our Financial Advisors are the designers of individual, family, and business financial strategies. They're proud to be their clients' personal CFO, and they care about designing the right plan with the best tools available, growing financial security, and protecting each person or business they work with.
A Team Approach
Our team consists of independent Financial Advisors, Business Development Advisors and Support Team. The Business Development Advisors focus on networking and finding people to help, they love connecting with people and building relationships; the Financial Advisors create the financial plans, they love details, finances and planning, while the Support Team do just that, they support the advisors and keep the back office going. This makes it so that each member of the team can focus on doing what they love and are successful at!
How to Become a Financial Advisor
To become a financial advisor, there are a couple things that are required. First, you need to have the proper licensing. For insurance business an insurance license is necessary. For investment business a Series 65 investment license is needed. These may be obtained online or in a local class. Once you have your licensing, you complete your affiliation with Global View Capital and can then get started.
At Du Charme Financial Group, a branch of Global View Capital Advisors, we strive to set ourselves apart in the community. Our team is made up of people who are wanting to do right by our clients and help those in our community. My motto is "Doing the right thing is always right". We will always do what is in the best interest of our clients and we work together as a team to help our clients and each other.
Low Cost to Entry
Another amazing thing about joining our team is the low cost to entry. Becoming a business owner is as simple as obtaining your licenses and paying a relatively low monthly fee. You do not have to pay to own a franchise or buy a book of business. You also gain back-office support from Global View Capital Management, so you are equipped with cutting-edge tools and resources to grow your business; additionally, you gain mentoring and support from Executive Directors and in-office staff at our New Berlin office. The systems are already in place and ready for you to join!
Are You Ready to Take the Next Step?
Does this sound like an opportunity you would like to learn more about? I would love to meet with you and discuss this opportunity in greater detail. Please contact us to make an appointment. I look forward to meeting with you!