Are you ready for a career-changing opportunity where you can be a business owner rather than an employee? We're looking for an entrepreneurial individual with a strong understanding of financial markets and an established, portable portfolio of clients, with a minimum T-12 of $300K. If you have a passion for building relationships and providing sound financial advice, we want to hear from you!
Key Responsibilities
Offer comprehensive financial advice to clients on a range of topics, including retirement planning, 401K, investment management, and estate planning.
Develop and implement tailored financial plans for clients.
Manage client portfolios and provide ongoing investment advice.
Build and maintain long-lasting relationships with clients.
Qualifications
Fee-based business with a minimum T-12 of $400K and above.
Series 65 required; Life & Health insurance licenses preferred.
At least 5 years of experience in the financial services industry.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a collaborative team.
What We Offer
Competitive salary and benefits package.
Generous commission structure and vesting plan.
A supportive and dynamic work environment with a team of talented and dedicated professionals.
If you're a dedicated financial professional looking to take your career to the next level, we'd love to meet you. Join us and be part of a thriving community where your expertise and entrepreneurial spirit are valued and rewarded.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
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