Financial Advisor

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Engage with current and potential clients to strategize their financial future.

• Deliver tailored retirement and financial planning services for clients and their families.

• Leverage company-provided technology and tools to enhance operational efficiency.

• Utilize mail campaigns, email newsletters, and personalized flyers to grow the business and attract new clients.

• Collaborate with colleagues and the District Vice President to acquire skills, techniques, and best practices.

• Create a personal schedule and build a career on the advisor's own terms.

⛳️ Requirements

• High school diploma or GED required.

• Ideally, at least 2 years of experience as a Financial Advisor.

• Demonstrated success in sales with a proven track record.

• Active FINRA Series 7 license along with Series 63 and 65 or 66 licenses.

• Must possess an active state variable life and health license.

• Candidates must not have any disqualifying political contributions under relevant SEC, federal, or state pay-to-play regulations.

• Selected candidates must disclose all U.S. political contributions made by themselves and household family members in the last two years.

• Travel may be required up to 25% of the time.

• Estimated travel commitment: More than 50%.

🏝️ Benefits

• Attractive benefits package with immediate access to medical, dental, vision, life insurance, and a 401(k) plan with matching contributions.

• Company-provided technology, including equipment, helpdesk support, client management, and financial planning tools.

• Company-covered E&O insurance, licensing fees, ongoing education, and compliance assistance.

• Flexible scheduling options that allow you to set your own timetable.

• Mental health support and wellness programs.

• 401(k) dollar-for-dollar company matching contribution up to 6% of eligible pay, plus a company contribution of 3% of eligible pay; contributions vest immediately.

• Employee Assistance Program offering confidential counseling services and resources.

• Matching charitable donations up to $5,000 annually.

• Up to 16 volunteer hours available each year.

• Minimum of 24 Paid Time Off days for eligible employees.