Clean Background is a must.

No Experience Required.

Licenses and training.



 

Job Summary



Change the lives and the financial outlook of our community and clients one suggestion at a time as our next financial advisor. Your skills will be instrumental in aiding clients with proper wealth and asset management, developing financial solutions, and determining specific insurance needs. Just as you help our customers, we'll commit ourselves to help you, achieve personal and professional goals. While utilizing all your current skills we will supply you with new ones in a supportive work environment. We look forward to assisting you with bringing your full financial advising abilities to bear and providing you with plenty of opportunities to expand your skills and knowledge of the industry.



We will provide the State and Federal Licenses to those candidates who qualify.

Pay training incentives







Job Responsibilities



Work remotely or at one of our locations across the state, closest to you.

Sit down with new and current clients to discuss or update their current financial situation, insurance needs, tax bracket, financial risk management and financial goals to provide them with a tailored Financial Plan.

Anticipate and answer client questions in terms that are easy to understand.

Make recommendations as needed on investments and financial strategies, to help them maximize their finances.

Review client financial accounts and plans at least three times per year to ensure current client plans accurately reflect life changes, concerns, income adjustments, and any other shifts or circumstances that might impact the client's financial plans, protection needs, or investments.

Undergo continuing training and education to remain up-to-date on the latest investment plans, financial practices, financial trends, and state/local/federal regulations and laws.

Remain current on the latest marketing trends and performance to make sure client plans are adequate and responsive, suggesting changes and actions as necessary.



Job Skills & Qualifications



Clean Background - No criminal record

No industry-related experience required

Bilingual is a plus*

Strong communication and presentation skills

Exceptional organizational skills

Leadership Skills

Self-motivated