What are the responsibilities and job description for the Financial Advisor position at Alliance Financial Group?
Alliance Financial Group is looking for motivated, purpose-driven individuals to join our growing team of Financial Professionals – Training & Mentorship Provided
Office Locations: Fort Myers, Naples (Must live in FL)
Required Qualifications
- Must be a US citizen or permanent resident (visa sponsorship not available at this time)
- Obtain appropriate licensing (Company assistance provided)
Florida Life, Health, and Annuities License, (215) Securities Industry Essentials, (SIE) Series 7, and Series 66
(Training materials are provided by the firm. Licensing costs are reimbursed by the firm as a training allowance upon contract commencement.)
About you
Our most successful team members are entrepreneurial and goal oriented. They are self‐motivated, have a confident personality, high integrity, and a strong desire to succeed. If you are searching for a career that empowers you with the freedom of time, money, and purpose— this could be the right path for you.
About the role
As a Financial Professional, you will offer guidance across a range of planning areas, advocating for your clients while making a positive impact in your community. You will work with individuals and businesses, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Develop and maintain a base of clients through relationship-building, networking, and referrals.
You will work with clients to keep their financial strategies current and aligned with their goals.
Support we provide
Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
Full support for licensing and continuing education.
Performance-based contract with unlimited earning potential; inexperienced FPs years 1–4 average $90-100k per year; renewal commissions begin in year two.
Alliance Financial Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 14021 Metropolis Avenue Fort Myers, FL 33912, 239-561-2900. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. 8336230.1 9/27
Salary : $90,000 - $100,000