Financial Advisor

About Us

At Elite Income Advisors we provide full operational support, including paperwork processing, compliance management, and office infrastructure, so you can concentrate on what you do best: helping clients achieve their financial goals. At EIA, cold calling does not exist (high-net-worth warm leads provided). This is an ideal opportunity for advisors who want to grow their business in a streamlined, supportive environment without the distractions of running an office.

Responsibilities

• Build and maintain strong relationships with individual and business clients.
• Analyze clients’ financial status, risk tolerance, and objectives to develop comprehensive financial plans.
• Recommend investment strategies, insurance products, and other financial services tailored to client needs.
• Monitor client portfolios and provide ongoing financial advice and updates.
• Assist clients in understanding and navigating complex financial decisions.
• Conduct regular review meetings with clients to assess financial performance and adjust plans accordingly.

Requirements

• FINRA Series 65 required.
• Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s preferred).
• Proven ability to build and maintain a book of business.
• Excellent analytical, organizational, and communication skills.
• Ability to build trust and maintain long-term relationships with clients.
• Proficiency in financial planning software and CRM systems.

Preferred Skills

• Experience with high-net-worth clients.
• Sales background.
• Series 65 License (Required).
• Life and Health License.

Benefits

• Performance-based bonuses.
• Commission and incentive programs.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and holidays.
• Continuing education and certification support.
• Weekly company events and outings.