Financial Advisor

About the position

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

Responsibilities

• Develop and prepare comprehensive financial plans for new and existing clients
• Make investment recommendations and subsequent follow-ups for client portfolios with investment team
• Provide ongoing support for existing clients through annual reviews
• Present life insurance and annuity analysis
• Create a planning process to help individuals meet their financial goals
• Work with businesses, business owners and individuals

Requirements

• Bachelor’s Degree
• At least 3 years related experience in the Financial Advisor role
• Series 7 & 66 securities licenses (or 65/63)
• Life/Health preferred
• Exceptional client relationship management skills
• Excellent writing and verbal communication skills
• Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills

Benefits

• Highly competitive transition income for established advisors
• Company matched 401(k)
• Internal support staff
• Hands on training and development program
• Health Benefits
• Medical
• Dental
• Vision
• Prescription
• Life Insurance
• Long Term Disability