Financial Advisor

Location: Raleigh/Durham, NC

Company: AIN Services

About Us:

AIN Services stands out as a multi-million-dollar enterprise and ranks among the most distinguished agencies in North Carolina. Our mission is to guide individuals and families toward achieving their financial aspirations through personalized financial planning and insurance strategies. Known for our client-centered approach, we deliver comprehensive solutions that help secure financial security and peace of mind.

Position Overview:

We are seeking an enthusiastic and driven Financial Advisor to join our expanding team. This role offers a rare chance to grow within a firm that is deeply committed to cultivating exceptional fiduciaries skilled in financial planning, insurance, and investment advisory services. With unparalleled potential for career growth, this position offers the prospect of rising to elite levels in the industry, including earning a substantial six-figure income. Ideal candidates will possess financial acumen paired with a dedication to continuous learning and professional growth.

Key Responsibilities:

• Develop and present comprehensive financial plans to clients, addressing areas like retirement planning, investment strategies, estate planning, tax optimization, Social Security, and Medicare (IRMAA) planning.

• Evaluate clients’ financial situations and recommend tailored solutions.

• Maintain and update client portfolios to ensure alignment with long-term goals.

• Work toward obtaining advanced certifications in Estate Planning, IRA Planning, and related fields as part of a structured 3-year vesting program.

• Build and maintain strong client relationships through ongoing communication and reviews.

• Ensure compliance with all industry regulations and company standards.

• Collaborate with leadership to achieve personal and company growth objectives.

Qualifications:

• Active Insurance or Securities License (both preferred, but candidates with one will be considered).

• Series 65 certification or willingness to obtain it within the first year.

• Strong commitment to achieving advanced credentials in Estate Planning, IRA Planning, Social Security Planning, and Medicare (IRMAA) Planning.

• Minimum of 1 year of experience in the financial or insurance industry.

• Exceptional analytical, organizational, and interpersonal skills.

• A client-first mindset with a commitment to ethical fiduciary practices.

What We Offer:

• Competitive salary with performance-based incentives.

• A comprehensive 3-year vesting program focused on professional development and obtaining specialized credentials.

• Access to ongoing education and training in advanced financial planning disciplines.

• A supportive and flexible work environment designed to foster a healthy work-life balance.

• Significant opportunities for career progression, including leadership roles and the potential to achieve an impressive six-figure annual income.