Financial Advisor

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

📋 Description

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

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

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

• Utilize marketing support to grow the business and attract new clients.

• Collaborate effectively with team members and the District Vice President.

• Acquire new skills, methodologies, and best practices.

• Establish and cultivate a thriving financial advisory practice.

⛳️ Requirements

• High school diploma or GED is required.

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

• A proven and successful track record in sales.

• Must possess an active FINRA Series 7 license.

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

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

• Candidates should not have any disqualifying political contributions as per applicable SEC or federal/state pay-to-play regulations.

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

🏝️ 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, which includes equipment, helpdesk support, client management, and financial planning tools.

• Coverage for E&O, licensing fees, continuing education, and compliance support at the company's expense.

• Mental health support and wellness programs available.

• 401(k) dollar-for-dollar company matching contribution of up to 6% of eligible pay.

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

• Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time available annually.

• A minimum of 24 paid time off (PTO) days provided.

• Flexible scheduling options allowing you to create your own timetable.

• Comprehensive company marketing support including mailings, email campaigns, and customized flyers.