What are the responsibilities and job description for the Personal Financial Advisor position at Financial Benefits, Inc?
Established financial planning firm looking to add financial planner to our team. Assist clients with financial planning needs. Everything from insurance to investments, budgeting to estate planning. Knowledge of 401k and IRA rules, compliance, and marketing required. Potential succession opportunity. Large orphan book of insurance accounts available. Securities and Insurance licenses required. CFP designation desired. Commission based position, potential small start up salary plus expense allowance.
Job Type: Full-time
Pay: $50,000.00 - $200,000.00 per year
Education:
- Bachelor's (Required)
Experience:
- Financial sales: 1 year (Required)
License/Certification:
- Series 7 (Required)
Work Location: In person
Salary : $50,000 - $200,000