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

• Establish and nurture long-term relationships with clients

• Perform thorough financial assessments

• Discover planning opportunities

• Provide tailored recommendations

• Build referral partnerships

• Enhance enterprise value

• Guide and mentor prospective advisors

• Engage in networking events

• Foster relationships within the community

• Background in financial services, wealth management, insurance, or financial planning

• MUST possess a valid Life & Health Insurance License

• Must currently hold any FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or others)

• Comfortable in relationship-building through networking and referrals

• Responsible for managing an existing book of business

• Capability to work independently and oversee client relationships

• Health Insurance

• Dental Insurance

• Vision Insurance

• Life Insurance

• Disability Insurance

• 401(k) with 6% Company Match

• Leadership Development Programs

• Advanced Planning Training

• Mentorship Opportunities

• Continuing Education Support

• Marketing Support

• Business Development Resources

• CRM Technology

• Planning Technology

• Operational Support

• National Recognition Programs

• Advisor Awards

• Incentive Travel Opportunities

Wealth Advisor

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