Financial Advisor

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

📋 Description

• Engage with 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 tools to enhance operational efficiency.

• Utilize mailings, email campaigns, and customized flyers to grow the business and attract new clients.

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

• Develop a client portfolio while establishing an independent work schedule and career trajectory.

⛳️ Requirements

• High school diploma or GED is required.

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

• A proven and successful sales history is essential.

• An active FINRA Series 7 license is necessary.

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

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

• Applicants must not have disqualifying political contributions under relevant federal or state pay-to-play regulations.

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

• This position may require up to 25% travel.

🏝️ Benefits

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

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

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

• Mental health support and wellness programs.

• 401(k) company matching contribution of up to 6% of eligible pay and an additional company contribution of 3% of eligible pay; contributions vest immediately.

• 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 available annually.

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

• Designated remote work options.

• Flexible schedule with the ability to create your own timetable.