Benefits:

401(k)

Flexible schedule

Opportunity for advancement

Training & development

Tuition assistance

Benefits/Perks

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Assistant with Life Insurance, Securities (SIE, Series 6, Series 63) and MLO licenses

Job Summary

We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. No prior background or experience is required. The ideal candidate has excellent communication and presentation skills, and is willing to learn how to provide successful financial guidance.

Responsibilities

Gather information to understand each client’s overall financial situation and needs and create individualized financial plans

Make recommendations around a variety of financial products and services

Network and develop relationships to create a strong client base

Seek out opportunities to make presentations, provide education, and sell services

Maintain up-to-date knowledge of the market and industry trends

Qualifications

Life insurance license or Securities license preferred, but not required

This is a remote position.