Financial Advisor

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

📋 Description

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

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

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

• Employ mailings, email campaigns, and tailored flyers to grow the business and attract new clients.

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

• Develop a personal schedule and build the business and career according to individual preferences.

• Travel as necessary.

⛳️ Requirements

• High school diploma or GED.

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

• Demonstrated and successful sales performance.

• Current FINRA Series 7 license.

• Active Series 63 and 65 or 66 licenses.

• Valid state variable life and health license.

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

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

🏝️ Benefits

• Competitive benefits package offering 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-paid errors and omissions insurance, licensing fees, continuing education, and compliance assistance.

• U.S. 401(k) Plan with a dollar-for-dollar company matching contribution of up to 6% of eligible compensation.

• Company contribution equaling 3% of eligible compensation to the U.S. 401(k) Plan.

• Immediate vesting of 401(k) company contributions.

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

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

• Up to 16 hours of volunteer time annually.

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

• Health and wellness initiatives.

• Support for mental health.