Financial Advisor

Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

Build personalized, holistic financial plans tailored to every client’s unique needs.

Manage your client’s financial plans to help them achieve their goals.

Grow relationships with clients to support them through every stage of life.

Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive

Benefits

• Performance-based earnings and revenue
• Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances

Schedule

As an independent contractor, schedules vary based on personal and client needs.

Pay

USD $61,000.00 - USD $250,000.00 /Yr.