Wealth Management Advisor

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

📋 Description

• Engage with both current and potential clients to strategize their financial futures.

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

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

• Utilize marketing resources, including mail campaigns, email outreach, and tailored flyers, to grow the business and attract new clients.

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

• Travel within the designated territory.

⛳️ Requirements

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

• A Bachelor's degree is preferred.

• A demonstrated and successful sales history.

• An active FINRA Series 6 or 7 license.

• An active Series 63 and 65 or 66 license(s).

• An active state variable life and health license.

• Willingness to travel within the assigned territory.

• Travel may account for up to 25% of the role.

🏝️ Benefits

• A competitive benefits package that offers immediate access to medical, dental, vision, life insurance, and a 401(k) plan with matching.

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

• Company-covered E&O, licensing fees, continuing education, and compliance assistance.

• Mental health resources and wellness programs.

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

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

• Access to an Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time annually.

• A minimum of 24 Paid Time Off (PTO) days.

• Flexible scheduling options that allow you to shape your career on your own terms.