Wealth Management Advisor

Job Description

Job Description

Becoming an Entity Advisor at Fortivus Wealth Group offers a unique opportunity to help clients achieve their financial goals through comprehensive financial planning. As an Entity Advisor, you will build long lasting relationships, offer personalized guidance, and provide tailored solutions to meet clients' financial needs and objectives, all with robust support and backing of our firm.

At Fortivus Wealth Group, we empower our clients to plan and fortify a life by design, and we are equally committed to helping our team members achieve their aspirations. In the Entity Advisor role, we provide the resources needed to jump-start your career as a Wealth Management Advisor. This role is supported by extensive training, hands-on experience, mentorship, and access to a network of seasoned financial specialists.

In this role you can expect coaching and guidance around the following:

• Comprehensive Financial Planning

• PX Financial Planning Software

• Asset and Income Protection

• Education Funding

• Investment and Advisory Services

• Trust Services

• Estate Analysis

• Retirement Solutions

• Business Needs Analysis

• Employee & Executive Benefits

RESPONSIBILITIES

· Client Building: Develop and maintain a client base through networking, referrals, and providing exceptional service.

· Financial Planning: Offer customized financial solutions including asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions.

· Needs-Based Analysis: Conduct thorough analyses to ensure clients' needs are met at every life stage, managing financial risk and achieving financial security.

· Education and Development: Continuously educate yourself through sponsored licensing and ongoing professional development.

· Client Management: Review and maintain client financial plans, providing ongoing advice and adjustments as needed.

· Business Development: Own the development and management of your business, leveraging Fortivus Wealth Group’s resources and building a referral-based clientele.

** QUALIFICATIONS **

** Required **

• Licensing and Designations:
• * Must obtain PA Life & Health Certification, Securities Industry Essentials (SIE), Series 6 or 7, and 63
  • Ideal designations (can be worked on post hire) are CLU, ChFC, CFP
• Excellent time-management, strong written and verbal communication, and proven leadership abilities
• Legal authorization to work in the US without sponsorship

Preferred

• Undergraduate degree in business or related field
• Demonstrated success in sales, client services, or other client facing roles
• Previous experience in financial services is a plus
• Former or current Financial Advisors are encouraged to apply

BENEFITS

• Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities
• Compensation & Benefits
• * Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
  • 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
  • Support for insurance and securities licensing
  • Competitive and comprehensive medical, vision, and dental plans
  • Life Insurance and Disability Income Insurance

Fortivus Wealth Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

_ This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fortivus Wealth Group makes hiring decisions based solely on qualifications, merit, and business needs at the time. _

Company Description

We are a wealth management company who focuses on delivering a high level of customer service to our clients and fosters a collaborative and inclusive culture for our employees. We are quickly growing and looking to help our employees do the same.

Company Description

We are a wealth management company who focuses on delivering a high level of customer service to our clients and fosters a collaborative and inclusive culture for our employees. We are quickly growing and looking to help our employees do the same.