What are the responsibilities and job description for the Financial Advisor position at Fute?
Position Overview:
We are seeking a motivated and relationship-driven Financial Advisor to join our team. This is a unique opportunity to step into practice with an existing client base. You will be responsible for nurturing these relationships, delivering financial advice, and supporting clients in achieving their financial goals
This position offers a competitive base salary plus commission and the potential to transition into a full commission-based advisor role.
Responsibilities:
- Provide comprehensive financial planning and investment advice to an established book of approximately 100 households
- Build trust and deepen relationships through regular client communication and portfolio reviews Identify and pursue opportunities for expanding client relationships and increasing assets under management
- Collaborate with internal team members and support staff to ensure seamless client service Stay informed on industry trends, investment strategies, and regulatory changes
Qualifications:
- Series 65 preferred Life and Health Insurance license preferred 2 years of experience in a client-facing financial advisory role strongly preferred
- Strong interpersonal and communication skills
- Goal-oriented with a passion for helping others succeed financially
- Self-motivated, organized, and committed to ethical financial practices.
What We Offer:
- Established book of 100 house holds
- Base salary plus commission Mentorship and professional development
- Clear path for advancement to a full Financial Advisor position (commission based) Supportive and collaborative team environment
Timings:
Hours: Monday-Thursday: 8:00 am - 5:00 pm Friday: 8:00 am – 2:00 pm