Financial Advisor

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

📋 Description

• Engage with current and prospective clients to strategize their financial futures.

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

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

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

• Work in partnership with colleagues and the District Vice President to acquire new skills, techniques, and best practices.

• Develop a career and establish a personal schedule utilizing available company resources.

⛳️ Requirements

• A high school diploma or GED is required.

• A minimum of 2 years of experience as a Financial Advisor is preferred.

• A demonstrated and successful sales history is necessary.

• An active FINRA Series 7 license is required.

• Active Series 63 and 65 or 66 licenses are needed.

• An active state variable life and health license is mandatory.

• Candidates must disclose any U.S. political contributions made by themselves and their household family members over the past two years if they are selected to proceed.

• Willingness to travel; estimated travel may be up to 25% (the posting also indicates that travel could exceed 50%).

🏝️ Benefits

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

• Technology provided by the company, including equipment, helpdesk support, client management, and financial planning tools.

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

• Medical, dental, and vision insurance options.

• Support for mental health and wellness programs.

• A 401(k) company matching contribution of up to 6% of eligible earnings, along with a company contribution of 3% of eligible pay; contributions vest immediately.

• Confidential counseling services available through the Employee Assistance Program.

• Matching charitable contributions at a rate of 1:1, up to $5,000.

• Up to 16 hours of volunteer time annually.

• At least 24 Paid Time Off (PTO) days for eligible staff.

• Flexible work arrangements with the option for remote work.

• Company-funded licensing fees and continuing education opportunities.