Financial Advisor

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

📋 Description

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

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

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

• Implement mail campaigns, email blasts, 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.

• Develop and manage the business with the flexibility to establish a personal schedule.

• Willingness to travel up to 25%.

⛳️ Requirements

• 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 essential.

• Must possess an active FINRA Series 7 license.

• Hold active Series 63 and 65 or 66 licenses.

• Maintain an active state variable life and health license.

• Candidates must not have made disqualifying political contributions in accordance with applicable SEC, federal, or state pay-to-play regulations.

• Selected candidates are required to disclose all U.S. political contributions made by themselves and their household family members within the last two years.

🏝️ Benefits

• Comprehensive benefits package with immediate access to medical, dental, vision, life insurance, and a 401(k) plan featuring a match.

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

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

• Mental health resources and wellness programs.

• Company matches 401(k) contributions dollar-for-dollar up to 6% of eligible compensation.

• Additional company contribution of 3% of eligible pay to the 401(k) plan.

• Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time off annually.

• A minimum of 24 paid time off days.

• Option for remote work.

• Flexible scheduling with the ability to design your own timetable.