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.

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

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

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

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

• Travel may be required, potentially up to 25% of the time.

⛳️ Requirements

• High school diploma or GED is required.

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

• Demonstrated and successful sales performance.

• 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.

• Candidates should not have disqualifying political contributions in accordance with applicable 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.

• Ability to work in the Lewisburg/Williamsport, Pennsylvania area is essential.

🏝️ Benefits

• Competitive benefits package with 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, ongoing education, and compliance assistance.

• Comprehensive medical, dental, and vision insurance options.

• Support for mental health and wellness initiatives.

• 401(k) plan featuring dollar-for-dollar company matching contributions up to 6% of eligible pay and an additional company contribution equal to 3% of eligible pay; contributions are vested immediately.

• Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 volunteer hours annually.

• A minimum of 24 Paid Time Off (PTO) days.

• Flexibility to design your own schedule.