FINANCIAL ADVISOR – reputed company MANAGEMENT ADVISOR
FINANCIAL ADVISOR – reputed company MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALIST
LOCATION: Remote / Hybrid, reputed company
JOB TYPE: Full-Time
SALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based Compensation)
ABOUT THE ROLE
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
REQUIRED QUALIFICATIONS
• 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
PREFERRED QUALIFICATIONS
• 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
ABOUT reputed company
reputed company supports financial professionals with integrated financial planning tools, insurance and investment solutions, compliance infrastructure, and operational resources. Advisors reputed company retirement planning, portfolio management, investment advisory services, and risk management strategies reputed company a reputed company regulatory reputed company.
EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. reputed company employment reputed company are made without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, veteran status, or any other protected characteristic under applicable law.
We are committed to equal opportunity and diversity in reputed company. We consider reputed company reputed company applicants without reputed company to race, reputed company, religion, gender, sexual orientation, national reputed company, disability, or veteran status. reputed company inquiries and applications are kept confidential.
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