Financial Advisor

Your Purpose

Be a champion for and with our clients.  Will you talk with them about retirement? Yes. Will you discuss complex topics, such as estate planning, investments, and employee benefits? Yes. And will you teach them about life insurance and auto and home insurance? Yes. But it’s about something bigger than just these topics. You will be taking care of these clients, advocating for their life vision, and guiding them in ways they didn’t even know was possible.  

Your Day

• Host meetings with clients to discuss their financial needs and curate customized strategies and solutions.

• Analyze and formulate formal financial plans to advise clients on a wide variety of financial topics.  

• Design investment solutions applicable to each client’s unique situation.

• Create insurance plans to protect each client’s ability to build wealth. 

• Collaborate with team members and outside professionals to develop well rounded recommendations.  

Your Qualifications

• Series 7 and 65 or 66 licensed.

• Life, health, and property & casualty insurance licensed. 

• Bachelor’s degree.

• 5 years career experience.

• Life experience and knowledge in money and personal finance.

• Strong puzzle-solving skills.

• Desire to hear.

• Curiosity.

• Business owner mindset.

• And most importantly, quality of character.

Your Rewards

• Training and support to expand your skills and expertise and develop your financial partnerships with clients.

• Create your own schedule and operate from anywhere.

• Competitive and unlimited compensation structure.

• Welcomed input on shaping the business for future growth.  

• Access to easy-to-use systems.