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Financial Advisor
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$125,000 a year
Full-time
- The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services.
- Leverage fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals.
- Conduct Investment, Insurance, and Estate Planning sales with assigned Members.
- Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance).
- Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional sales opportunities i.e.: Insurance, Estate Planning, and Financial Planning.
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