This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
Financial Advisor
$75,000 - $115,000/Yr
Magellan Financial - Sandy, UT
posted 3 months ago
Full-time - Mid Level
Onsite - Sandy, UT
Professional, Scientific, and Technical Services
About the position
Join Invita Financial as a Financial Advisor in Sandy, Utah, where you will focus on helping clients secure their financial futures without the need for prospecting. This role emphasizes personalized financial planning, wealth management, and retirement planning, allowing you to build meaningful relationships with clients aged 50-75 with significant investable assets.
Responsibilities
- Conduct personalized financial planning sessions with clients.
- Create customized, comprehensive financial plans covering investments, insurance, and other key aspects.
- Utilize fee-based investments, fixed-indexed annuities (FIAs), and life insurance to help clients achieve their financial goals.
- Use sales and closing skills to turn prospects into long-term clients.
- Participate in ongoing training and development to stay ahead in the industry.
Requirements
- Proven experience meeting with clients and closing deals.
- Active Life, Health, and Annuity licenses with appointment to insurance carriers for Life, Health, and Annuities.
- Active Series 65 or 66 license (Preferred).
- Strong communication and sales skills.
Nice-to-haves
- Experience with Fixed-Indexed Annuities and Life Insurance products.
Benefits
- 401(k)
- Health insurance
- Life insurance
