Financial Advisor

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

📋 Description

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

• Offer a tailored retirement and financial planning experience to customers and their families.

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

• Leverage marketing resources, including mailings, email campaigns, and personalized flyers, to grow the business and attract new clients.

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

• Develop and maintain an independent schedule and career within the company’s financial advisory sector.

⛳️ Requirements

• A high school diploma or GED is required.

• Ideally, candidates should possess over 2 years of experience as a Financial Advisor.

• A proven and successful sales record is necessary.

• An active FINRA Series 7 license is required.

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

• A valid state variable life and health license is essential.

• Applicants must be able to meet estimated travel requirements of up to 25%.

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

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

🏝️ Benefits

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

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

• Coverage of E&O, licensing fees, continuing education, and compliance support by the company.

• Mental health support and various wellness initiatives.

• A 401(k) dollar-for-dollar company matching contribution of up to 6% of eligible pay, along with an additional company contribution equal to 3% of eligible pay; contributions vest immediately.

• Confidential counseling services and resources available through the Employee Assistance Program.

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

• Up to 16 hours of volunteer time annually.

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

• Remote work options available.

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