Financial Advisor

Financial Advisor Opportunity

Are you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm that prides itself on supporting each member of their team to the fullest extent which means, the highest commission levels in the industry!

Our client is seeking experienced, entrepreneurial Financial Planners wanting to rapidly grow their book of business (and they're compensating them accordingly). Military Veterans are highly preferred!

This position requires a candidate who will deeply understand the "wealth" side of the business and the impact insurance can have on the end users. The right candidate should have empathy for his clients and an understanding of their needs. To be a successful Financial Advisor, and an independent business owner, the candidate should be able to develop training for clientele in cooperation, and with the support of local agencies and corporate offices.

Our client has over 33,000 clients, has administered assets worth over $2B and over 200+ representatives in multiple corporate offices across the USA. Their team has experienced professionals who will help guide you on the proper path for your own further professional development.

Compensation

Full Commission; Non-Recourse Loan and Uncapped Bonus

Locations

Portland, OR Region

Honolulu, HI Region

San Diego CA Region

Las Vegas, NV Region

Missoula, MT Region

Scottsdale, AZ Region

Chicago, IL Region

Spokane, WA Region

Responsibilities

• Provides sound financial recommendations to help ensure financial security for clients
• Acts as an advocate for clients
• Enhance, enrich, and serve the client base
• Implements cutting-edge financial strategies to grow
• Develops long-lasting, value-based client relationships
• Expands a business practice by use of effective prospecting and referral-based strategies
• Identifies and cultivates new client relationships within target markets
• Implements strategies for gaining new clients

Benefits

Qualifications

Requirements :

Preferred Qualifications :

Why is This a Great Opportunity

This is a great opportunity for a Financial Advisor who would like to maintain the freedom of running their own financial planning business with support from a Fortune 200 Company. This is a position for a person excited to make a difference in people's lives. The candidate should have extraordinary communication skills, the ability to learn, and the willingness to develop their own career.

The company hiring is recognized as the best place to work by "Fortune" magazine in several categories : Financial Services and Insurance for 2020, the 7th mid-sized company in the USA for 2019, and the Best Workplace for Millennials in 2021. It is awarded as the Fastest Growing Private Company by "Inc. 5000", as Best Place to work 2020 and it is listed in the Top 100 companies in the USA by "Redwood Media".

Besides offering an excellent opportunity to financial advisors to grow their business, the client company has an excellent "Team" mentality and collaboration culture that ultimately support achieve each client's goals. They also provide an outstanding training and resource program, providing the necessary support to financial advisors to excel in their role.