Financial Advisor - Remote

Overview

We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry.

In Short

• Develop and implement personalized financial plans for clients.
• Provide ongoing financial advice and support to clients.
• Build and maintain strong client relationships.
• Acquire and manage a book of business.
• Conduct thorough financial analyses and market research.
• Ensure compliance with regulatory requirements.
• Participate in business development activities.
• Stay up-to-date on industry trends and regulations.

Requirements

• Experience as a Financial Advisor.
• Active Series 65 or 66 license required.
• Active Health and Life Insurance licenses required.
• Established book of business required.
• Strong understanding of financial planning principles.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Self-motivated and results-oriented.
• Bachelor's degree in finance or related field preferred.
• Proficient with financial planning software and CRM systems.

Benefits

• Health Insurance
• Life Insurance
• Dental and Vision Insurance
• 401k with match
• Short-term and Long-term Disability Insurance
• Supplemental benefits
• PTO