Wealth Financial Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 10,001+Since 1919H1B SponsorCompany SiteLinkedIn

Location

Colorado

Posted

4 days ago

Salary

$90K - $130K / year

High School2 yrs expEnglish

Job Description

• Meet with existing and prospective clients to plan their financial future. • Utilize our company-provided technology and tools to improve your operation. • Use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Job Requirements

  • High school diploma or GED
  • Ideally, you have 2+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.

Benefits

  • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
  • Company-paid E&O, licensing fees, continuing education and compliance support

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