Job Description

Job Description

Job Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

$75,000+ at plan

• Customize financial plans for each client based on potential life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

• Requires a Bachelor’s degree in finance, business administration, or related field
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

• FINRA Series 7 and 66

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.

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