Financial Advisor, Fully Licensed

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

📋 Description

• Engage with qualified prospects that are scheduled for you on a weekly basis.

• Provide comprehensive financial strategies encompassing retirement, tax, insurance, and estate planning.

• Establish and nurture enduring relationships with clients.

• Work collaboratively with internal specialists in areas such as estate, tax, and retirement planning.

⛳️ Requirements

• Must possess an active Series 65 or Series 7 and 66 license.

• Active Life and Health Insurance License is required.

• Previous experience in financial advising, wealth management, or insurance planning is essential.

• A growth-oriented mindset and motivation driven by income are necessary.

🏝️ Benefits

• Pre-qualified appointments are provided.

• After 90 days, enjoy a $500/month insurance stipend.

• Comprehensive support in planning, compliance, and operations.

• Access to a network of attorneys, CPAs, and advanced planning resources.

• Enjoy remote work flexibility within a culture focused on growth.