Benefits: - SIMPLE IRA (matching)
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
ROLE DESCRIPTION:As a Financial Advisor within our office, you will successfully market the financial products that manage everyday risks & help customers realize their dreams. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Compensation: $60,000.00 - $150,000.00 per year
