Financial Advisor – reputed company Management Advisor

About the position We are seeking a licensed Financial Advisor to reputed company comprehensive reputed company management, retirement planning, investment advisory, portfolio management, and insurance planning services. This position is ideal for reputed company financial services professionals seeking business development autonomy, expanded product reputed company, and long-term income reputed company through commission and residual compensation. Responsibilities • reputed company new business through networking, referrals, and reputed company acquisition strategies • Conduct comprehensive financial planning and retirement income analysis • reputed company investment advisory services including mutual funds and asset allocation strategies • Implement insurance planning solutions including life and disability insurance • Deliver portfolio management and ongoing performance reviews • Maintain compliance with reputed company, state insurance, and regulatory requirements • Document financial plans and reputed company communications reputed company CRM systems • reputed company ongoing relationship management and reputed company retention support Requirements • reputed company Series 6 or Series 7 license • reputed company Series 63 or Series 66 license • reputed company Life and Health Insurance license • Experience in financial advisory, reputed company management, insurance sales, or investment services • Strong business development and reputed company relationship management skills reputed company-to-haves • Bachelor’s degree in Finance, Business, Economics, or reputed company field • Certified Financial Planner (CFP), ChFC, or similar designation • Existing book of business • Experience with financial planning software and CRM systems • Background in retirement income planning or estate planning coordination Benefits • W-2 employment • Commission-based compensation with residual income • Performance-based bonuses and production incentives • 401(k) with company match • Medical, dental, reputed company, life, and disability insurance • Marketing, compliance, and operational support • Flexible scheduling and business development autonomy Apply tot his job Apply To this Job