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We are seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will work with a book of new and established clients to develop comprehensive financial plans and investment strategies that meet their goals and objectives. The ideal candidate will have experience in annuities, insurance, and holds the Series 65 license.

Responsibilities:

• Work with new and established clients to assess their financial situation, goals, and risk tolerance
• Develop and implement comprehensive financial plans that incorporate investment strategies, retirement planning, estate planning, and risk management
• Recommend annuity and insurance products as appropriate for clients' needs
• Stay up-to-date on industry trends, regulations, and best practices
• Provide exceptional customer service and maintain strong client relationships
• Meet and exceed sales targets and performance metrics

Requirements

Requirements:

• At least 3 years of experience as a Financial Advisor
• Strong knowledge of annuities, insurance, and investment products
• Series 65 license or willingness to obtain within 60 days required
• Excellent communication and interpersonal skills
• Proven track record of meeting and exceeding sales targets
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills

Benefits

We are a 40-year-old, family-owned firm with a focus on seniors aged 60-80 with a special emphasis on both estate and financial planning needs. Our clients are either at or in retirement and have grown dissatisfied with their current advisor or firm.

We have a uniquely efficient business model that consistently places you in front of one qualified prospect after another with NO prospecting. In fact, we will schedule your entire workweek for you! No leads or prospecting is involved, just "appointments" with qualified prospects.