Financial Services Professional

Company Description

Epiphany Financial Group is dedicated to helping clients turn financial decisions into lasting legacies. Inspired by the strength and growth of a tree, the firm focuses on building deep roots of financial security and resilient foundations that can withstand life’s uncertainties. The team guides clients through retirement planning, Medicare solutions, long-term care preparation, wealth management, and legacy planning. By illuminating the journey from asset accumulation to preservation and thoughtful distribution, Epiphany Financial Group helps transform wealth into a legacy that benefits future generations.

The organization offers a client-centered environment where financial professionals can make a meaningful, long-term impact.

This full-time Financial Services Professional role is a hybrid position based in the Pensacola Metropolitan Area, with a mix of in-office and work-from-home flexibility. The role involves meeting with clients to assess financial goals, developing personalized financial and retirement plans, and recommending appropriate products and strategies for wealth management, Medicare, and long-term care. Daily responsibilities include analyzing financial data, preparing clear proposals and presentations, and maintaining ongoing relationships through regular reviews and follow-ups.

The Financial Services Professional will collaborate with internal team members to ensure compliant, client-focused solutions and stay current on industry trends, regulations, and product offerings. This role requires proactive outreach, consistent client communication, and a commitment to delivering high-quality, ethical financial guidance.

• Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for clients.
• Candidates should possess skills in Finance and Financial Services to analyze financial data, recommend suitable solutions, and navigate industry products.
• Candidates should possess strong Communication skills to explain complex concepts clearly, build trust, and maintain long-term client relationships.
• Relevant professional certifications (such as CFP, ChFC, or similar) are highly beneficial.
• Experience in client-facing financial advisory roles and familiarity with retirement, Medicare, and long-term care planning is preferred.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience.
• Ability to work effectively in a hybrid environment, manage time independently, and uphold strict ethical and compliance standards.

Must have at least a 2-15, or a 2-14 insurance license.