Magellan Financial & Insurance Services, Inc

Your role is not just about financial planning; it's about fostering lasting relationships, ensuring our clients' financial peace of mind, and paving their path to a worry-free retirement.. Serve as a steadfast support pillar for our lead advisors, amplifying their ability to make a difference.. Embrace the opportunity to evolve into a lead advisor , charting your own professional course within our supportive environment.. Life and Health Insurance License and an active Series 65 or 66 License required. Note: This position is on-site in Roanoke, Virginia, and is not available for remote work.

service advisor

About Martin Wealth Solutions: Welcome to Martin Wealth Solutions, a beacon of financial guidance nestled in the heart of Roanoke, Virginia. Renowned for our bespoke retirement planning and wealth management services, we're not just a company; we're a community. Driven by a colossal marketing engine, our presence spans national TV, radio, digital landscapes, and captivating live events, ensuring a continuous stream of clients eager for our expertise. At Martin Wealth Solutions, we don't just plan for the future; we secure it. Join us, and be part of a movement that prioritizes comprehensive financial planning, making every client's golden years truly shine. Base Salary: $50,000 - $70,000 + Bonus Compensation Role Snapshot: Service AdvisorAs a pivotal member of our team, you'll be the linchpin in our promise to provide unparalleled service. Your role is not just about financial planning; it's about fostering lasting relationships, ensuring our clients' financial peace of mind, and paving their path to a worry-free retirement. This is where your journey begins, not just to grow professionally but to impact lives profoundly. What You'll Do:<ul><li>Conduct thorough annual reviews, ensuring each client's financial strategy remains aligned with their evolving life goals.</li><li>Serve as a steadfast support pillar for our lead advisors, amplifying their ability to make a difference.</li><li>Engage in client service work, becoming a trusted advisor and friend to our valued clientele.</li><li>Embrace the opportunity to evolve into a lead advisor, charting your own professional course within our supportive environment.</li></ul> Who You Are:<ul><li>Coachable & reliable.</li><li>Life and Health Insurance License and an active Series 65 or 66 License required</li><li>Effective communication - capable of building trust and rapport with ease.</li><li>Experienced in financial planning and client interaction, or possessing a keen understanding and passion for the financial and retirement planning landscape.</li><li>Driven by a desire to help others achieve their dreams, supporting our mission to grow and touch more lives.</li></ul> Why Martin Wealth Solutions?Here, your career is more than a job; it's a journey of growth, community, and profound impact. We're not just in the business of managing wealth; we're in the business of changing lives. By joining us, you're not just making a career move; you're taking a step towards making a difference in the world. This opportunity is a calling for those who refuse to settle for the ordinary, who yearn for a role that offers both professional fulfillment and the chance to genuinely improve people's lives. If you're ready to step into a role that values your contribution and offers a path to personal and professional growth, we're waiting for you. Note: This position is on-site in Roanoke, Virginia, and is not available for remote work.Martin Wealth Solutions is an equal opportunity employer, committed to fostering a diverse and inclusive workplace.

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