Note: The job is a remote job and is open to candidates in USA. Inceed has partnered with a company to find a Financial Advisor for a client-first, relationship-focused role. The advisor will provide holistic financial planning guidance, manage and grow an existing client book, prospect for new clients, and conduct in-person and virtual presentations.
Responsibilities
- Advise clients on holistic financial planning strategies
- Manage and grow an existing client book
- Prospect for new client opportunities
- Conduct in-person and virtual client presentations
- Meet with clients during flexible hours when needed
- Support a team-focused, service-driven approach
Skills
- Series 65, or Series 7 and 66 certification
- Life Insurance Producer License
- 2-5 years of financial advising experience
- Proficiency with Microsoft suite
- Comfort speaking in front of groups
- Strong client service mindset
- Experience presenting both in person and virtually
- Background working with school district or teacher clients
- Experience supporting retirement or wealth planning
- Prospecting experience in a client-facing role
Benefits
- Commission
- 3 different medical health insurance plans, dental, and vision insurance
- Voluntary, Short-term and Long-term disability insurance
- Paid time off, 401k, and holiday pay
- Weekly direct deposit or pay card deposit
- Remote in Branson, MO
- Full Remote
Company Overview