Experienced Financial Advisor
Listed on 2025-12-31
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Finance & Banking
Financial Consultant, Banking & Finance
Unlock your full potential of your financial practice with us here lize our local specialists to leverage all the opportunity that lies within your client base. Enjoy the freedom to grow your practice with the input of seasoned local leaders, while maintaining your independence. We offer a competitive grid and transitional allowance for the right candidate. Responsibilities:
• Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans.
• Monitor and analyze financial market trends to provide clients with up-to-date investment advice and recommendations.
• Execute trades on behalf of clients and ensure compliance with all regulatory requirements and company policies.
• Cultivate and maintain strong client relationships through regular communication and providing exceptional customer service.
• Continuously expand knowledge of financial products and services to better serve clients and stay competitive in the industry.
Qualifications:
• A passion for bettering clients’ financial lives.
• Minimum of five years of work experience with at least two years of experience with financial products, such as life insurance, disability insurance, annuities, mutual funds, and 401(k) plans.
• Life and health insurance licenses.
• A willingness to obtain FINRA securities registration (Series 6 or 7, and Series 63 as required by the state).
• A background check that includes satisfactory regulatory, criminal, and financial standing. Compensation: $100,000+ at plan yearly
• Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans.
• Monitor and analyze financial market trends to provide clients with up-to-date investment advice and recommendations.
• Execute trades on behalf of clients and ensure compliance with all regulatory requirements and company policies.
• Cultivate and maintain strong client relationships through regular communication and providing exceptional customer service.
• Continuously expand knowledge of financial products and services to better serve clients and stay competitive in the industry.
Compensation:
$100,000 per year
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