Financial Advisor

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 in 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
Location: Portland, OR region
Location: Honolulu, HI region
Location: San Diego CA region
Location: Las Vegas, NV region
Location: Missoula, MT region
Location: Scottsdale, AZ region
Location: Chicago, IL region
Location: 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 baseImplements cutting-edge financial strategies to grow
Develops long-lasting, value-based client relationships
Expanda 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:
Medical
Dental
401K
Work 40 weeks of the year
12 weeks of training / off cycle
Vacation
Qualifications
Requirements:
Entrepreneurial mind, strong work ethic and integrity
Desire to help others
Desire to manage and help others achieve financial security
Strong interpersonal and relationship-building skills with a focus on identifying opportunities and developing strategies
Strong communication and selling skills to move clients to act and implement recommendations
Goal-oriented mindset
Strong affinity for professional development and growth
Desire to engage in a career-long process that includes training, education, and acquiring knowledge of financial products and services
Series 7 and Series 66
Having (or obtaining) State Life and Health Licenses
Preferred Qualifications:
Minimum four-year degree
CFP, AAMS, CIMA preferred
RACP, CEXP preferred
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 Millenials 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.