Financial Advisor (Training Provided!)
Before the light bulb was here, our firm has been helping people send their kids to college, retire in style, protect the ones they love, and more.
We're continuing to grow an inspiring, inclusive culture where everyone can bring their best self to the workplace and become one of the best at what they do. As a financial advisor you'll enjoy:
Doing meaningful work & controlling your schedule
Business support in the form of committed mentorship and award-winning training, and cutting edge technology
Backing from a top-ranked company, applauded for the quality of its products & services, client experience, significant growth, and its unmatched financial strength
A brand that means financial security - earning the highest financial strength ratings from all major rating agencies, and has supported clients for over 165 years
We are seeking candidates that prefer a challenge over the easy route in order to achieve much higher compensation, flexibility of their calendar, to actually build an asset vs just trading time for money, and have a incredibly rewarding career as you get rewarded for helping others.
The role offers you amazing opportunity of growth, freedom, and security.
Financial background is not required. We provide world class training, paid licensing, a dedicated mentor, and partner you with seasoned advisors to ensure success, to learn from, and so you can grow/learn at your pace while still making progress & earning income.
Ideal candidate is willing to put in extra work up-front to be set up for success forever.
Role allows you make an incredible living (average performance 5+ year advisors are making over $380k).
Role allows you to build reoccurring "passive" income that grows each year.
We coach to a proven system that provides unimageable growth & success long-term. Our team has one of the highest retention rates in the nation, for our industry.
98% of advisors that have been with the company 5 years retire in this role! The compensation (which is increasingly passive), the flexibility, and satisfaction are exponential over time.
Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, define their vision for where they want to go, and provide the financial strategies and support to help them get there. This is a career where changing our clients' lives for the better is also life-changing for you – personally, professionally, and financially. The incentives are in the right place.
Desired Skills and Experience:
Preferred: financial acumen - experience not required - extensive training platform provided
Ideal: possess entrepreneurial spirit, experience in business development or sales, and interest in business or finance
Must: possess strong self-motivation, interpersonal and communication skills, a high standard of ethics.
Preferred: BA or BS degree from a four-year institution preferred
Must: be an accomplished communicator with strong verbal and written skills
Must: possess a history of personal and professional success..
Must pass background check
Comprehensive Benefit Package Includes:
Unlimited commission, investment management compensation
Renewal & reoccurring income that grows each year
Initial license & all credentials - study material & costs are company paid (example would be becoming a Certified Financial Planner, CFP)
Leadership Opportunities - These opportunities are earned, they do not require waiting your turn, & they come with additional compensation
Comprehensive Medical, Dental and Vision Coverage, Health Saving Account
Life Insurance, Short and Long-term Disability Insurance
Incredibly Robust Retirement Package: Company-paid Pension Plan, Company paid 401k, Additional tax-deferred options, and access to proprietary fund offering guaranteed growth without fees
Company Trips to all inclusive resorts - Company paid if advisor hits growth goals (destination examples: Cancun, Dominican Republic, etc.)
Referral incentives
Compensation Expectations: It grows exponentially
First year advisors average between $100k to $160k in first year
Advisors 5+ years with earn over $380k/year
Advisors 5+ years in top quartile earn over $850k/year
Career Backgrounds of Advisors Who Have Thrived Here:
Sales, Account Manager, Consulting, Realtors, Loan Advisors, Banking
Political Campaign, Lobbyists,
Teachers, Project Managers
Customer-Facing Roles like: Restaurant Manager, Hospitality
Athlete, Sports Background
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
401(k)
Health insurance
Life insurance
Ability to Relocate:
Greenwood, IN 46143: Relocate before starting work (Required)
Work Location: Hybrid remote in Greenwood, IN 46143