Lead Financial Advisor

Key Traits

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

Minimum Requirements

• College degree preferred
• 2+ years of financial service experience required
• Series 66 or 65 and Life and Health required
• Experience selling AUM and Annuities required
• Ability to bring a small book of business
• Strong organizational, prioritization, interpersonal and management skills
• Excellent communication skills; both verbal and written

Position Responsibilities

• Prepare, present, and implement customized financial plans
• Aid clients with annuities, life, long-term care, and managed money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Maintain individual and team goals

Salary

Annually Forgivable Base Draw starting at $100K

Benefits

• 401k with generous matching
• 100% employer paid insurance (health, vision, dental)
• Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
• Paid holidays
• PTO

Hours

Monday-Thursday: 8am-5pm, Friday: 8am-3pm
In office