About the Company

We are a relationship-driven organization that partners with you, the financial advisor to take your practice to the next level and remain relevant in the ever-changing financial services industry. Our purpose is to help you determine your unique vision and the direction that is right for you, to take your practice to the next level.

About the Role

The ideal Financial Advisor will develop strong client relationships and deliver personalized investment and insurance solutions via eMoney, to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Place financial planning and protection (insurance) products with the opportunity to sell products related to asset and investment management
• Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts.
• Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
• Complete licensing for advanced market planning

Required Skills

• SIE, Series 6 or 7 and/or 63,65, or 66 and Life/Health licenses
• 3+ years of industry experience
• Strong understanding of the holistic financial planning using e-money
• Excellent interpersonal skills
• Deep interest in building advisory plans for your clients
• Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
• Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
• You are analytical, driven, and possess the grit needed to be successful in a sales role

Preferred Skills

• Special needs planning, business solutions and retirement planning experience, education planning
• Experience working with 401(k) plans, pension plans, profit sharing plans, or non-retirement means such as non-qualified deferred compensation agreements
• Advanced market planning experience i.e., premium financing, business succession planning, trusts, wills, estate planning
• Ability to manage relationships with high-net-worth clients, and family offices
• Interest in building a team and/or mentoring others
• Industry certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA), Series 6, 66, 7 and 24.
• Understands and can sell Infinite banking concepts
• Construct net worth statements, determining asset allocations, define spending & legacy goals, evaluate Wealth Sustainability, analyze wealth transfer structure
• Utilizing tax alpha strategies and tax efficiency planning, risk factor analysis
• Develop a fee-based planning strategy and close customers on fee-based planning
• Experience working with 401(k) plans, pension plans, profit sharing plans, or non-retirement means such as non-qualified deferred compensation agreements