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 resources to enhance operational efficiency.

• Utilize marketing support, such as mail campaigns, email blasts, and tailored flyers, to grow the business and connect with new customers.

• Partner with colleagues and the District Vice President to acquire new skills, methodologies, and best practices.

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

• Develop and oversee a personal schedule and career advancement.

⛳️ Requirements

• Ideally, 5+ years of experience as a Financial Advisor.

• A bachelor's degree is preferred.

• Demonstrated success in sales with a proven track record.

• Active FINRA Series 6 or 7 license.

• Active FINRA Series 63 and 65 or 66 licenses.

• Active state variable life and health license.

• Willingness to travel within the designated territory.

• May involve up to 25% travel.

🏝️ Benefits

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

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

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

• Health, dental, and vision insurance plans available.

• Mental health support and wellness programs offered.

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

• Company contribution of 3% of eligible pay to the 401(k) plan, subject to annual IRS limits and Plan terms.

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

• 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.

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

• Opportunity to create a flexible work schedule.