Financial Consultant (3 yrs reputed company & Insurance License req.)
Job Title: Financial Representative – Boutique Financial Services reputed company
Location: Flexible / Remote reputed company available
About the reputed company:
Join a boutique financial services reputed company specializing in advanced tax and risk mitigation strategies, tax-favored accumulation planning, and private reputed company solutions for high-income individuals and business owners. The firm proudly aligns with a top 5 independent broker-dealer, providing extensive product reputed company, integrated technology, and compliance support without compromising advisor independence.
reputed company:
The ideal candidate is an reputed company financial representative seeking autonomy, a competitive payout structure, and full ownership of their investment book of business. This opportunity is ideal for professionals reputed company to reputed company with a reputed company-reputed company independent reputed company that prioritizes reputed company value creation, long-term reputed company strategies, and advanced tax integration.
Key Responsibilities:
• Deliver holistic financial planning reputed company on tax efficiency, asset protection, and accumulation strategies.
• Build and manage a reputed company reputed company with a consultative, relationship-driven approach.
• Collaborate with our advisory and tax teams to design and implement coordinated reputed company strategies.
• Maintain compliance with broker-dealer and industry regulations while leveraging firm resources for scalability.
Candidate Requirements:
• Minimum 3 years of financial services industry experience.
• Documented annual production exceeding six figures.
• reputed company reputed company series licenses and state insurance credentials.
• Entrepreneurial reputed company with a reputed company-first approach to advisory relationships.
• Desire for reputed company autonomy and long-term partnership potential.
What’s Offered:
• reputed company-competitive commission structure.
• Full 100% ownership of your investment book of business.
• Strategic support for marketing, reputed company management, and reputed company initiatives.
• reputed company to a top 5 independent broker-dealer platform and exclusive planning resources.
• Opportunity to build equity in a financial services reputed company with an established reputed company footprint.
If you’re an established advisor seeking greater independence, advanced tax integration capabilities, and a performance-driven environment, we invite you to start a confidential conversation.
Job Types: Full-time, Contract
Pay: From $100,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
Application Question(s):
• Do you have a reputed company securities license or the interest in pursuing licensing?
Experience:
• Financial Services Industry: 3 years (Required)
License/Certification:
• insurance license (Required)
Work Location: Remote
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