Chances Are This Career Opportunity Is Actually NOT For You... Unless, You Really Are a One-In-A-Thousand.

Overview: 

Please don't think of us as arrogant. We don't mean to be. We want to respect you and your time. And, if you really are a one-in-a-thousand, we want to persuade you to rapidly grow your career with us.  If, after reviewing our career opportunity, you feel we are a good match for you, please be sure to check out the next steps down below. 

Vitality Investments is a boutique retirement planning firm.  We’re growing fast - almost painfully fast. We need talent.  But the right kind of talent. We've had several “high potentials” join our firm.  And unfortunately, a high percentage of those folks washed out. The few who have made it have been essential to our exceptional growth. So, we've had considerable experience with the hiring/retention process. We believe we now know the kind of special individual for whom our firm is a great match. 

For that individual the opportunities and rewards are limitless… as are the challenges, expectations, and responsibilities.

Company Overview:

Vitality Investments is a fast-paced, Southwest Florida-based, growth-driven female-owned firm.  We are at the cutting edge of retirement planning.  Much to our delight, our carefully designed processes and exceptional client services have put us at the forefront of our industry’s innovation.  Now, the challenge is to stay at the forefront – even as we continue our rapid growth. 

We understand that maintaining our position as industry innovators and experiencing rapid growth ultimately hinges on the dedication of our associates. In a landscape characterized by discerning high-net-worth clients, our success is determined by the caliber of associates we can attract and retain. This is why we prioritize our recruitment and selection processes and invest significantly in recognizing and compensating our associates.

At Vitality Investments, we believe in empowering new associates to actively contribute to decision-making processes. From the outset, you'll have direct and meaningful interactions with our clients. Our newest associates are fully integrated into our comprehensive compensation and bonus program. For the exceptional individual—the rare one-in-a-thousand—this presents a significant opportunity for rapid professional, personal, and financial advancement. And our track record speaks for itself.

Position Overview:

Imagine being a highly compensated star in a boutique financial planning company … without having to be a financial expert.

If you are that one-in-a-thousand professional, as a Vitality Investments Retirement Planning Associate, you’ll play a vital role in assisting clients with their financial needs, while also contributing to the strategic direction and growth of the firm.  This is an exceptional opportunity for the individual who is results-focused, eager to learn and driven to have a meaningful impact. And the beauty of this opportunity is that you really need not currently have financial planning experience or expertise.

Why Financial Expertise Isn’t Required:

We are far more interested in who you are rather than what you know technically or what licenses you currently have (or don’t have). We care – first and foremost – about your work ethic and your integrity as well as your attention to detail, flexibility and dedication to genuine customer service.  Don't worry about the technical stuff.  We'll teach you everything you need to know about the financial aspects of the business. And, if you really are a one-in-a-thousand, you’ll discover we're pretty darn good teachers.

And This Is NOT a Sales Position:

We have an entire marketing team that does an excellent job connecting us with our IDEAL client. We conduct very popular and well received educational events to educate those high probability leads. No one in our firm does any form of cold calling. Our potential clients call us. We are not looking for you to work the phones to generate leads. We are looking for a one-in-a-thousand professional who will help us serve those high potential leads and convert them into exceptionally satisfied clients.

Having said all of that, it is the reality of the world we live in that, in one sense, “we are all selling all of the time”. And we very much embrace that perspective. It's just that in our firm, we do our best selling by delivering unmatched services that truly exceed our clients’ expectations. We leave the annoying cold calling to our competitors.

So, What WILL the One-In-A-Thousand Associate Be Doing?

Our new one-in-a thousand associate will bring value to Vitality Investments: 

• Providing exceptional client service, assisting each client through every step of our planning and implementation processes.
• Collaborating with core team members to help gather and analyze each client’s financial data and then propose creative investment strategies and optimal client portfolios.
• Participating in the firm’s strategic planning and decision-making.
• Staying informed about emerging industry trends to provide clients with the most relevant and up-to-date retirement planning financial advice.  NOTE: We are very big on continuing education and professional development.  You need to be as well.
• Assisting in the creation and development of the marketing teams’ promotions. After all, we are the ones who are closest to our clients.

What IS Required:

So, if financial knowledge and experience isn't required, then what does it mean to be a one-in-a-thousand candidate? We take every one of the following candidate requirements very seriously:

• High attention to DETAIL.
• We mean this – HIGH attention to detail
• Accuracy is incredibly important.
• Afterall,  we are talking about people’s life savings here.

• Value Driven Attitude vs. Entitled Driven Attitude
  • What can I do to help? vs. What have you done for me lately?
  • I’ll work hard and my personal income will grow vs. Pay me more, and then maybe I’ll work harder.

• A Strong Communicator
  • Actively listens and asks clarifying questions
  • Conveys ideas clearly
  • Understands the emotions of others  and demonstrate a willingness to support them. Pays attention to non-verbal cues.  “Can read the room”.
  • Adjusts her your tone and approach to different situations and with different individuals
  • Speaks with authority and confidence - without being overly aggressive
  • Provides constructive feedback 
  • Actively engages the[CT1]  audience
  • Follows-up on conversations to ensure clarity and understanding.

• A Strong Desire for Continuous Learning
  • Has an open mind and receptive to new ideas
  • Is naturally curious – pursuing the “why” of the things we do
  • Embraces the mindset that continuous improvement is essential
  • Is respectful of expertise – eagerly harnessing the knowledge of others
  • Proactively seeks opportunities to grow and improve. We repeat … Proactively.

• Has EXCEPTIONAL work habits
• Reliable – delivers high-quality work on time
• Is highly flexible – including and especially when s**t happens and we have to go the extra mile
• Is able to work primarily and very productively from home (75% to 90% of the time.
• Knows HOW to work – sometimes it is “work smarter”. Sometimes it really just is “ for the moment we just need to work a bit harder”
• Can stay focused when things occasionally get a little crazy. Think -“air traffic controller”.

• Has a positive attitude 
• Knows that setbacks are tough, but positive attitudes are what allow us to grow and learn from our mistakes.
• Is willing to and has the ability to explore different approaches to solving a challenge.
• Is accountable – takes ownership.  We all make mistakes.
• Leadership skills – leads by example.
• Respect and Empathy – values diversity and listens to different perspectives.

So, What’s Next?

We really are searching for that one-in-a-thousand individual.  If you feel you are that person, here is our selection and orientation process:

1. Respond to our ad and tell us WHY you stand out as that exceptional candidate. Don’t just send us your resume.  Feel free to express yourself through an essay or a concise video submission.  Please send your WHY to ------------.
2. Upon review and agreement that you could be the right fit, we'll reach out to schedule a brief phone interview.
3. Following the phone interview, if mutual interest persists, we'll extend an invitation to a half-day, multi-candidate orientation and screening event. Here, we'll delve deeper into each other, our company, and the potential opportunities awaiting you.
4. Should both parties maintain interest post-orientation, we'll request three professional references to better understand your work ethic and skills. We think this part of the process is especially important.
5. Upon satisfactory reference checks, if mutual interest persists, we will: 
   a) Extend a tentative offer. 
   b) Invite you to participate in an intensive week-long orientation and immersion program, for which you will be compensated.  If your schedule doesn’t allow for a week-long orientation, we can achieve the same goal over two weekends.
6. Upon completion of the orientation and immersion program and mutual agreement to move forward, we'll finalize your start date.

We’re hoping you are the one-in-a-thousand that we seek. Let us know what you think.