Financial Advisor

About the role

As a key contributor to the team, and to build your book of business, you will:

• Build and nurture a robust network of clients seeking tailored financial planning services.
• Expand your reach through effective strategies, including social media, networking events, referrals, and seminars.
• Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
• Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients.
• Achie necessary licensing to provide comprehensive financial support to clients.
• Elevate your knowledge: reimbursement program available for eligible professional designations to elevate your knowledge and career.

Responsibilities

• Build and nurture a robust network of clients seeking tailored financial planning services.
• Expand your reach through effective strategies, including social media, networking events, referrals, and seminars.
• Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
• Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients.
• Achie necessary licensing to provide comprehensive financial support to clients.
• Elevate your knowledge: reimbursement program available for eligible professional designations to elevate your knowledge and career.

Requirements

• 4 year degree or equivalent professional experience - students please apply to the internship program not to this position.
• Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field.
• For career changers, prior successful sales experience a plus.
• Confidence in addressing client objections and navigating challenging conversations.
• An entrepreneurial mindset with a passion for business development.
• Proven ability to cultivate relationships.
• Interest in team building and mentoring others.
• Strong interpersonal skills and a results-driven attitude.

Qualifications

• 4 year degree or equivalent professional experience - students please apply to the internship program not to this position.
• Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field.
• For career changers, prior successful sales experience a plus.
• Confidence in addressing client objections and navigating challenging conversations.
• An entrepreneurial mindset with a passion for business development.
• Proven ability to cultivate relationships.
• Interest in team building and mentoring others.
• Strong interpersonal skills and a results-driven attitude.

Skills

• Ability to build and nurture a robust network of clients.
• Effective strategies for client outreach.
• Knowledge of financial services, including estate planning, wealth management, and insurance solutions.
• Collaboration with expert planning and wealth management teams.
• Necessary licensing to provide comprehensive financial support to clients.
• Elevation of personal knowledge through professional designations.

Benefits

• 401(k)
• 401(k) matching - up to 10% company match
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retail plan
• Vision insurance

Pay

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range).

Schedule

Flexible work schedules are offered to accommodate your needs.