Wealth Management Advisor

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

📋 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, including direct mail, email campaigns, and tailored flyers, to grow the business and attract new clientele.

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

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

• Travel within the designated territory.

⛳️ Requirements

• A minimum of 5 years of experience as a Financial Advisor is preferred.

• A Bachelor's degree is highly desirable.

• A proven and successful sales history is essential.

• An active FINRA Series 6 or 7 license is required.

• An active FINRA Series 63 and 65 or 66 license is needed.

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

🏝️ Benefits

• A 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.

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

• A flexible work schedule.

• Comprehensive medical, dental, and vision insurance options.

• Mental health support and wellness programs.

• A 401(k) plan with a dollar-for-dollar company match up to 6% of eligible pay.

• A company contribution of 3% of eligible pay to the 401(k) plan.

• Immediate vesting of company retirement contributions.

• An Employee Assistance Program providing confidential counseling services and resources.

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

• Up to 16 hours of volunteer time annually.

• At least 24 paid time off (PTO) days for eligible employees.