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.

• Offer tailored retirement and financial planning services to clients and their families.

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

• Leverage marketing resources, such as mailings, email campaigns, and personalized flyers, to grow the business and attract new clients.

• Work in collaboration with colleagues and the District Vice President to acquire skills, methodologies, and best practices.

• Establish and develop a thriving financial advisory practice.

⛳️ Requirements

• A high school diploma or GED is required.

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

• A demonstrated and successful sales history.

• An active FINRA Series 7 license is required.

• Must possess active Series 63 and 65 or 66 licenses.

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

• Compliance with SEC Rule 206(4)-5 and relevant federal and state pay-to-play regulations.

• Candidates must disclose all U.S. political contributions made by them and household members over the last two years.

• The role may involve up to 25% travel, with the posting indicating an Estimated Travel Percentage of over 50%.

🏝️ Benefits

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

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

• Coverage for E&O, licensing fees, continuing education, and compliance support provided by the company.

• Mental health support and wellness programs available.

• Company matching contributions for the 401(k) plan of up to 6% of eligible pay, plus a company contribution equal to 3% of eligible pay, subject to annual IRS limits and Plan terms; contributions vest immediately.

• An Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time available each year.

• At least 24 paid time off (PTO) days for eligible employees.

• Flexible scheduling options to allow you to build a career that suits your lifestyle.