Financial Advisor

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

📋 Description

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

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

• Utilize marketing resources, including direct mail, email campaigns, and tailored flyers, to grow the business and attract new clientele.

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

• Deliver customized retirement and financial planning services to clients and their families.

⛳️ Requirements

• High school diploma or GED is required.

• A minimum of 2 years of experience as a Financial Advisor is preferred.

• A proven and successful sales record is necessary.

• Must possess an active FINRA Series 7 license.

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

• An active state variable life and health license is needed.

🏝️ Benefits

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

• Provision of company technology, including necessary equipment, helpdesk support, client management software, and financial planning tools.

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

• Flexible work schedule allowing for self-created timetables.

• Medical, dental, and vision insurance options available.

• Support for mental health and wellness initiatives.

• U.S. 401(k) Plan featuring a dollar-for-dollar company match up to 6% of eligible pay.

• Company contribution equivalent to 3% of eligible pay to the U.S. 401(k) Plan, adhering to annual IRS limits and Plan stipulations.

• Immediate vesting for company contributions to the 401(k) plan.

• Confidential counseling services offered through the Employee Assistance Program.

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

• Opportunity to accrue up to 16 volunteer hours each year.

• Eligible employees receive a minimum of 24 Paid Time Off (PTO) days.