We currently have 3 Employee positions available for a Financial Advisor, an Insurance agent and an Investment Advisor.
Each of these roles include
Commissions
Bi-weekly bonuses
Monthly b0nuses
Marketing allowance
Startup funding
401k Plan
Cash Balance Pension Plan
Full medical benefits
The right candidates will be individuals of various levels of experience as we provide mentorship and training where necessary.
We are looking for individuals who want the autonomy to work their own schedules, choose their own markets are coachable and comfortable with working both alone and as a part of a team.
For Financial Advisors, it seems like there are never enough innovative ways to meet new clients.
What if you could have your own marketing budget to use as you see fit and go after the clientele that YOU want to sell to, not the company's niche?
This is one of the unique ways we support our team.
-
Financial Analysis: Assess clients' financial situations, including income, expenses, liabilities, and investments.
-
Goal Setting: Work with clients to establish short-term and long-term financial objectives.
-
Strategic Planning: Develop personalized strategies for savings, investments, retirement, and risk management.
-
Client Relationships: Maintain ongoing communication with clients to update them on financial developments and adjust plans as needed.
-
Regulatory Compliance: Stay informed about financial products, tax laws, and market trends to provide accurate advice.
-
Meeting Clients : Discussing financial goals, concerns, and updates with new or existing clients.
-
Research and Analysis : Staying updated on market trends, analyzing investment opportunities, and reviewing clients' portfolios.
-
Developing Financial Plans : Creating tailored financial strategies for clients, including savings plans, investment options, and retirement plans.
-
Networking and Business Development : Building relationships with potential clients or partners and attending industry events.