Financial Advisor - W2, Base + Commission, On-Site M-F 8am-4:30pm

United Placement Group•Bradenton, FL

11d•Onsite

About The Position

We are seeking a self-motivated and hard-working Financial Advisor to join our team on-site, servicing both new and existing clients. With 40 years of experience, we have developed a proven system that offers a variety of sales opportunities tailored to your expertise. Our focus is on providing top-notch financial planning services to our clients who need assistance with retirement planning, including insurance solutions and Roth conversion strategies. We provide the office space and technology you need to succeed. Pre-scheduled client appointments — both virtual and telephonic — are conducted on-site using our office and technology, giving you the structure and support of a professional office environment. For advisors who want to grow further, there is also potential to expand into outside sales for greater earning opportunity. We believe in empowering our advisors to excel in their careers while providing exceptional service to our valued clients. We offer a supportive and collaborative work environment that fosters professional growth and rewards hard work. If you are ready to take your financial planning career to the next level and make a positive impact on our clients' retirement years, we encourage you to apply for this Financial Advisor position. Join our team and be a part of a company that values expertise, integrity, and client-focused solutions. We look forward to hearing from you and potentially welcoming you to our team of dedicated financial professionals!

Requirements

Active Series 7 & 66, or Series 65, or ChFC equivalent
Clean U4 (if currently registered)
Familiarity with Roth conversions and retirement income strategies
Proven Sales Ability: Demonstrated track record of successfully selling insurance products and/or investment strategies using a needs-based approach
Proficiency in Microsoft Office: Strong skills in Outlook, Word, Excel, and PowerPoint
Ethical Judgment: Sound financial and ethical judgment, always prioritizing clients' best interests
Self-Starter and Problem Solver: Proactive, self-motivated, and capable of solving complex financial challenges
Communication Skills: Advanced listening, written, and oral communication skills, along with strong persuasive and interpersonal abilities
Comfortable conducting both virtual and telephonic client reviews and sales, on-site, Monday through Friday, 8:00 AM – 4:30 PM

Nice To Haves

Retirement Income Certified Professional (RICP) designation, or willingness to obtain it, demonstrating commitment to expertise in retirement income planning
Open to outside sales opportunities as they arise, for advisors seeking greater earning potential

Responsibilities

Service both new and existing clients.
Provide top-notch financial planning services.
Assist clients with retirement planning, including insurance solutions and Roth conversion strategies.
Conduct virtual and telephonic client reviews and sales on-site.
Potentially expand into outside sales for greater earning opportunity.