What are the responsibilities and job description for the Financial Advisor. position at Cambridge Financial Network?
Are you a seasoned financial advisor with a history of delivering exceptional results and building lasting client relationships, or a driven newcomer eager to break into the industry? If you’re ready to leave behind the limitations of your current firm or career, Cambridge Financial Network provides the ultimate platform to amplify your expertise (or launch your career), design bespoke wealth‑management solutions, and skyrocket your success to new heights.
Why work at Cambridge Financial Network?
- Great Earning Potential- Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential.
- Own Your Book & Practice - Take charge of your client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals.
- Culture - Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection.
- Flexibility and Support - Collaborate with our entirely remote team or in-person team while benefiting from expansive tools and technology, supported by dedicated in-house teams committed to equipping you with everything you need to thrive.
- Work-Life Alignment - Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you.
- Career Advancement- means the ability to go from being a brand-new financial advisor to building your own book of business to leadership roles —all while increasing your income, control, and impact
Responsibilities
- Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
- Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives.
- Investment Guidance: Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans.
- Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
- Insurance Planning: Recommend appropriate insurance policies to protect clients’ assets and manage risks.
- Relationship Management: Build and maintain strong client relationships through regular communication and updates.
- Prospecting: actively identifying and reaching out to potential new clients who may need financial planning, investment advice, insurance, or other financial services. It’s the front-end of the sales process—your lifeblood for generating new business.
Qualifications
- Active Life Health Insurance License. And/or
- Series 65 (or willingness to get)
NICE-TO-HAVES
- Sales background
- Entrepreneurial Mindset
- Prospecting experience
- Customer service background
Please note that while the salary range listed is average for a first-year advisor, the potential earnings for the role are upside