Financial Services Advisor

Company Description Primerica is a leading financial services company in North America, headquartered in Duluth, GA, with a commitment to empowering middle-income families. Through a network of over 151,000 licensed independent representatives, the company provides essential financial products such as term life insurance, mutual funds, annuities, and managed investments. With nearly five decades of expertise and a presence on the New York Stock Exchange (NYSE: PRI), Primerica focuses on financial education and tailored solutions for clients. Additionally, Primerica offers entrepreneurial opportunities for individuals to establish their own financial services businesses. Role Description This is a full-time remote role for a Financial Services Advisor. In this role, you will provide personalized financial planning and advisory services tailored to meet clients' individual needs. You will assist clients in understanding financial products and strategies including investments, retirement planning, and insurance solutions. Daily responsibilities include analyzing clients’ financial portfolios, creating detailed financial plans, and guiding clients toward achieving their short- and long-term financial goals. Qualifications Strong knowledge of Financial Planning and Retirement PlanningUnderstanding of Investments and Financial Advisory strategiesGeneral expertise in Finance, including budgeting, risk assessment, and wealth managementExcellent communication and relationship-building skills for client engagementAbility to work independently in a remote capacity and maintain high accountabilityPossession of relevant financial certifications (e.g., CFP, CFA) is a plusBachelor’s degree in Finance, Business Administration, Economics, or a related field preferred