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 futures.

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

• Utilize marketing resources, such as mail campaigns, email promotions, and tailored flyers, to grow the business and attract new clientele.

• Work together with team members and the District Vice President to acquire new skills, methodologies, and best practices.

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

⛳️ Requirements

• High school diploma or GED is required.

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

• Demonstrated success in sales with a proven track record.

• Possession of an active FINRA Series 7 license.

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

• Must hold a current state variable life and health license.

🏝️ Benefits

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

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

• Coverage for E&O, licensing fees, continuing education, and compliance support at no cost to employees.

• Medical, dental, and vision insurance options.

• Support for mental health and wellness programs.

• U.S. 401(k) Plan with company matching contributions of up to 6% of eligible pay and an additional company contribution of 3% of eligible pay; all contributions vest immediately.

• Access to confidential counseling services and resources through the Employee Assistance Program.

• 1:1 matching of charitable donations, up to $5,000.

• Up to 16 hours of volunteer time available annually.

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

• Option for remote work.

• Flexible scheduling with the ability to design your own work hours.

• Marketing assistance, including mailings, email promotions, and customized flyers.