Financial Advisor

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

📋 Description

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

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

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

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

• Work alongside colleagues and the District Vice President to acquire skills, methods, and best practices.

⛳️ Requirements

• High school diploma or GED is required.

• Preferably 2+ years of experience in a Financial Advisor role.

• Demonstrated and successful sales performance is essential.

• Active FINRA Series 7 license, as well as Series 63 and 65 or 66 licenses.

• Active state variable life and health insurance license is required.

• Candidates must not have made disqualifying political contributions under applicable pay-to-play regulations.

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

• Up to 25% travel may be necessary.

🏝️ Benefits

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

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

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

• Mental health support and wellness programs available.

• 401(k) dollar-for-dollar Company matching contribution of up to 6% of eligible pay, along with a Company contribution equal to 3% of eligible pay; all contributions vest immediately.

• Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time available annually.

• Minimum of 24 paid time off days for eligible employees.

• Flexible scheduling options allowing the creation of your own schedule.