Integrity Marketing Group
Scottsdale, AZ
Annuities Wholesaler - CFP The Quantum Group Scottsdale, Arizona About the Quantum Group The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Job Summary We are looking for an experienced Annuity Wholesaler and CFA/CFP t to forecast revenues and expenditures and advise us on future budgeting. For this role, you should hold a degree in Finance or Accounting (ideally with a CFA certification) followed by relevant work experience. Knowledge of forecasting models and cost accounting processes are key requirements for this position. You will explore investment options and set company-wide financial policies. Ultimately, you will ensure our financial planning is healthy and profitable and aligns...