About Us:

Are you thinking about a career move that could redefine everything about you? Are you up for a challenge? Is your inner entrepreneur calling to be released? We are looking for an ambitious leader to join our team, gather clients and provide financial guidance to them.

As a charismatic and persuasive Financial Advisor, you will be responsible for developing client relationships, gathering financial data, implementing plans, and providing advice on investments and insurance to make an impact on the client’s financial future.

Join our team – and start making an IMPACT ON YOUR OWN LIFE!

Find freedom and independence. Be in control of your own life. What if it were possible to do all these things at once: to build something lasting, to have a deep impact on your community and to have greater control over your destiny? It is possible and is happening at our firm right now. You, too, can make the move that may redefine your career. If you have been thinking about business ownership, financial freedom and daily independence then talk to us.

Job Description:

• Prospecting for new clients using our branding and marketing strategies
• Meeting individually with clients to determine their financial objectives
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Performing market research to stay current with financial trends
• Implementing financial strategies, such as income projections, college saving costs and retirement planning

Best In Class Platforms and Backoffice Support:

• State-of-the-art technology platforms and tools
• A diversified portfolio of investment, insurance, and retirement solutions
• A one-stop shopping hub for insurance solutions when your clients’ needs must be met
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms