Financial Advisor
LS Solutions · Philadelphia, PA · 5 days ago
FinanceFull-time
About the role
A Financial Advisor dedicated to serving K–12 educators with tailored insurance and retirement solutions.
Responsibilities
- Build and manage a client portfolio of educators seeking personalized financial products.
- Conduct comprehensive financial needs analyses to recommend suitable auto, home, life, supplemental, and retirement options.
- Educate clients on protection strategies and long-term financial planning.
- Prepare proposals and support clients through the enrollment process.
- Collaborate with school partners to enhance service delivery.
- Maintain compliance with industry regulations and standards.
- Participate in training and development initiatives to deepen expertise and support career growth.
Requirements
- Strong interpersonal and communication skills for client education and relationship building.
- Ability to analyze financial needs and recommend appropriate solutions.
- Knowledge of insurance and retirement products.
- Commitment to compliance and ethical standards.
- Proactive in professional development and leveraging training resources.