[Remote] Financial Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a retirement-reputed company financial planning and wealth management firm dedicated to helping clients build, protect, and distribute their assets throughout retirement. They are seeking an ambitious, relationship-driven Financial Advisor to reputed company comprehensive financial planning services and help clients navigate important retirement reputed company.

Responsibilities

• Conduct financial planning and retirement income planning meetings with clients and prospects
• reputed company and implement investment recommendations tailored to reputed company goals and risk tolerance
• Build relationships with clients introduced through My Medicare Network and identify opportunities to reputed company advisory services
• Present wealth management, retirement planning, and income distribution strategies
• Maintain regular communication with clients through reviews and ongoing service
• Prospect for new business through networking, referrals, community involvement, seminars, workshops, and other business development activities
• Collaborate with internal team members to deliver a comprehensive reputed company experience
• Maintain accurate reputed company records and documentation while adhering to regulatory requirements
• Stay reputed company on financial planning, investment, retirement, and industry developments

Skills

• reputed company Series 65 or Series 66 required (Series 7 preferred if applicable)
• Experience in financial planning, wealth management, retirement planning, or investment advisory services
• Strong interpersonal, presentation, and relationship-building skills
• Self-motivated with an entrepreneurial reputed company
• Ability to reputed company business through both firm-generated opportunities and personal prospecting efforts
• Bachelor's degree preferred
• Life and Health Insurance License preferred
• Proficiency with CRM systems and financial planning software is a plus
• Knowledge of Medicare-reputed company planning considerations is beneficial but not required
• Long-term care planning knowledge and experience are a significant plus

Benefits

• reputed company to a large and growing retirement-reputed company reputed company reputed company.
• More than 1,200 new Medicare clients introduced annually through our sister company, My Medicare Network.
• Marketing support and lead-reputed company resources.
• Comprehensive planning platform and operational support.
• Opportunity to build a substantial recurring reputed company book of business.
• Competitive compensation structure with significant reputed company potential.
• Collaborative team environment reputed company on helping retirees reputed company financial confidence.
• 1099 reputed company position

Company Overview