Internal Financial Advisor
ValuTeachers, Inc. · Ponte Vedra Beach, FL · 2 mo ago
On-siteFinance$75k/yrContract
Bonus based on performance
Opportunity for advancement
Training & development
$75,000+ Income Potential · Full-Time · 1099 Independent Contractor · 100% Commission
Licensing (Required)
- Life Insurance License
- Series 65 License
- Must reside in or near Ponte Vedra, Florida
- Understanding of 403(b), 457, & small business retirement plans preferred
- Prior experience in financial advising, retirement planning, or wealth management is strongly preferred
- Strong relationship-building and communication abilities
- Entrepreneurial mindset with a desire to build a client base
- Bachelor’s degree or equivalent industry experience
- Spanish fluency is a plus but not required
Benefits
- Build your advisory practice with turnkey systems and infrastructure
- Receive mentorship and collaboration from experienced financial professionals
- Work with qualified prospective clients, not just cold leads
- Join a company with a strong reputation in the education retirement space
Requirements
Must reside in the Ponte Vedra, Florida area
Qualifications
- Series 65 License Required
- Understanding of 403(b), 457, & small business retirement plans preferred
- Prior experience in financial advising, retirement planning, or wealth management is strongly preferred
- Strong relationship-building and communication abilities
- Entrepreneurial mindset with a desire to build a client base
- Bachelor’s degree or equivalent industry experience
- Spanish fluency is a plus but not required
Skills
- Financial advising
- Retirement planning
- Wealth management
Benefits
- Marketing support
- Technology platforms
- Call-center assistance
Pay
$75,000+ Income Potential · 100% Commission
Schedule
Full-Time · 1099 Independent Contractor
About the role
Serve educators and public service employees who value trusted financial guidance.
Responsibilities
Access proven systems, executive mentorship, and a collaborative advisor team.
Skills
- Financial advising
- Retirement planning
- Wealth management
Benefits
- Marketing support
- Technology platforms
- Call-center assistance
Qualifications
- Series 65 License Required
- Understanding of 403(b), 457, & small business retirement plans preferred
- Prior experience in financial advising, retirement planning, or wealth management is strongly preferred
- Strong relationship-building and communication abilities
- Entrepreneurial mindset with a desire to build a client base
- Bachelor’s degree or equivalent industry experience
- Spanish fluency is a plus but not required
Company Website
ValuTeachers