Employer: Envestpro * Build your own professional client base and develop long-term advisory relationships * Meet with clients to understand their goals and create tailored financial plans * Educate clients on investments, risk planning, and wealth creation strategies * Present financial solutions confidently and professionally * Generate new business through networking, referrals, and proactive prospecting * Manage and grow client portfolios over time to build recurring income * Deliver an exceptional client experience that drives trust and referrals * Take ownership of your performance, activity levels, and results * Complete all required documentation accurately and compliantly * Participate in structured training, coaching, and development programs * Stay informed on products, markets, and regulatory requirements * Represent the firm with professionalism, integrity, and confidence