Associate Financial Advisor

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Job duties include, but are not limited to: • Sell & Maintain Life Insurance & Annuities • Sell & Maintain Assets Under Management • Develop and maintain strong relationships with clients • Provide tailored financial advice and solutions to clients • Manage the sales process from lead generation to closing • Continuously learn and apply new industry knowledge • Collaborate with the team and share best practices • Maintain accurate and up-to-date client records and compliance documentation Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required If you are someone who has: • The mindset of a capitalist and the heart of an altruist • High energy, a strong work ethic, and a positive, optimistic approach • A passion for helping people and a strong sense of mission • Confidence, resilience, humility, and total commitment to your work • Integrity and trustworthiness in everything you do • The desire to create your own success while making a meaningful impact in your community Requirements: • Active Life Producer License in your state of residence • Proven ability to sell life insurance products and generate leads • Excellent phone skills, with the confidence to reach out to new prospects and clients • Business mindset with a strong drive to succeed and grow a personal business • Strong interpersonal skills and the ability to connect with people from diverse backgrounds • Eagerness and willingness to learn and improve Compensation: $90,000 - $140,000

• Job duties include, but are not limited to: • Sell & Maintain Life Insurance & Annuities • Sell & Maintain Assets Under Management • Develop and maintain strong relationships with clients • Provide tailored financial advice and solutions to clients • Manage the sales process from lead generation to closing • Continuously learn and apply new industry knowledge • Collaborate with the team and share best practices • Maintain accurate and up-to-date client records and compliance documentation

Compensation:
$90,000-$140,000 per year