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-supplied technology and tools to enhance operational efficiency.

• Employ marketing resources, such as mail campaigns, email outreach, and tailored flyers, to grow the business and attract new clientele.

• Collaborate with colleagues and the District Vice President to acquire new skills, techniques, and industry best practices.

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

• Travel within the designated territory.

⛳️ Requirements

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

• A Bachelor's degree is preferred.

• A demonstrated and successful sales history.

• An active FINRA Series 6 or 7 license.

• An active combination of FINRA Series 63 and 65 or 66 licenses.

• An active state variable life and health license.

• Capability to travel within the assigned territory.

• May necessitate 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-supplied technology, including equipment, helpdesk support, client management, and financial planning tools.

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

• Flexible work schedule allowing for personal scheduling preferences.

• Comprehensive medical, dental, and vision insurance options.

• Mental health support and wellness programs.

• 401(k) matching contribution of up to 6% of eligible earnings.

• Company contribution of 3% of eligible earnings to the 401(k) plan.

• Employee Assistance Program offering confidential counseling services and resources.

• Matching charitable donations up to $5,000 each year.

• Up to 16 hours of volunteer time annually.

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

• Reasonable accommodations for individuals with disabilities and sincerely held religious beliefs.