Annuities Wholesaler - CFP

Annuities Wholesaler - CFP The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client‑centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Job Summary We are looking for an experienced Annuity Wholesaler and CFA/CFP to forecast revenues and expenditures and advise us on future budgeting. For this role, you should hold a degree in Finance or Accounting (ideally with a CFA certification) followed by relevant work experience. Knowledge of forecasting models and cost accounting processes are key requirements for this position. You will explore investment options and set company‑wide financial policies. Ultimately, you will ensure our financial planning is healthy and profitable and aligns with business objectives. Primary Responsibilities Develop financial models through benchmarking and process analysis Forecast quarterly and annual profits Prepare cost projections Analyze and report on current financial status Conduct thorough research of historical financial data Explore investment options and present risk and opportunities Coordinate with the CFO and the executive team on long‑term financial planning Compare anticipated and actual results and identify areas of improvement Participate in budgeting (for departments and projects) Review accounting transactions for data accuracy Establish financial policies Maintain confidentiality of financial information and investment decisions Primary Skills & Requirements Proven work experience as a Senior Financial Analyst, Financial Analyst or similar role Hands‑on experience with financial and statistical software Expertise in MS Excel (creating spreadsheets and using advanced formulas) Familiarity with finance databases Understanding of Enterprise Resource Planning systems (ERP) Up‑to‑date with accounting laws and regulations Excellent analytical skills Ability to present financial data using detailed reports and charts Demonstrable strategic thinking skills Confidentiality in handling sensitive financial information BS degree in Finance, Accounting or Economics Relevant certification (e.g. CFA/CPA) is a plus Benefits Available Medical/Dental/Vision Insurance 401(k) Retirement Plan Paid Holidays PTO Community Service PTO FSA/HSA Life Insurance Short‑Term and Long‑Term Disability Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. #J-18808-Ljbffr