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Join Our Team.

Financial Advisor (Nationwide)

We are looking for individuals with a passion for assisting wealth management and retirement plan clients and thorough knowledge of the financial services business.

We have partner offices nationwide.

What does the job include?

  • Evaluating clients and prospects in terms of their financial needs, current portfolio holdings, available investment capital, and help retirement plan participants identify their investment and savings needs and objectives.
  • Meeting with clients and prospects via phone calls, conference calls, webinars, educational meetings, and face to face meetings for initial and on-going consultations.
  • Completing an overview of the client’s or prospects situation, and then would advise them on financial courses of action and/or solutions that would best meet their financial needs and provide them with the best possible financial and retirement outcomes.

Qualifications include…

  • An undergraduate degree (e.g., Business, Accounting, Finance, or Economics) is mandatory with graduate level education desirable (MBA, JD, etc.).
  • At Least two years experience in the financial services industry (preferred experience in sales of financial products)
  • Must be computer literate (e.g., Microsoft Excel, PowerPoint, etc.).
  • FINRA Series 6 and 63, and state life, accident and health insurance licensing in addition to meeting all regulatory and compliance guidelines.
  • Certifications such as CFP is desirable but not required.
  • Solid experience as successful sales professional selling professional services is strongly desired.
  • Knowledge of trust, investments, and other investment products.



We have Resources.

Let us know how we can work together to reach your goals.