What are the responsibilities and job description for the Wealth Advisor position at M3 Insurance?
The Opportunity
Are you an emerging financial professional ready to launch your career in wealth management while making a meaningful difference in people's financial lives? As a Wealth Advisor at M3 Financial, you'll have the opportunity to grow your expertise in personalized financial planning while working alongside experienced professionals who are committed to your development. This role offers an exciting entry point into comprehensive wealth management, where you'll learn to build client relationships, develop financial plans, and deliver solutions that help individual investors gain confidence in their financial future within our supportive and growing retirement plan business.
How You Will Make an Impact
- Partner with individual investors to create and execute personalized financial plans using strategic asset allocation models that align with their unique goals and circumstances.
- Develop robust systems to track client conversations, conduct comprehensive financial planning analysis, and deliver ongoing servicing that exceeds expectations.
- Research and recommend tailored financial and insurance solutions to address gaps in individual financial plans, ensuring clients have comprehensive protection and growth strategies.
- Collaborate with the team to communicate your approach and provide progress updates to prospective clients, building trust and confidence in our services.
- Lead the development of broader financial wellness initiatives, delivering educational content through group meetings, webinars, and blogs on topics ranging from investing and saving to HSA strategies and financial trends.
What You Will Need to Succeed
- Licensed to provide fee-based investment advice with a proven track record of ethical behavior.
- Series 66 or Series 65 License required; Life & Health Insurance License preferred.
- Bachelor's degree, preferably in Business or a related field.
- Minimum of 3-5 years of industry experience providing individual financial planning services.
- Demonstrated expertise across the full spectrum of financial wellness, from accumulation and protection to decumulation strategies.
- Strong relationship-building skills with the ability to develop lasting client partnerships built on trust and results.
- Excellent communication skills and proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Join Us
Your role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.
Who We Are
As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.
What Draws People to M3
Autonomy— Being able to work towards a common goal, but how you get there is an open book.
Immediate Impact— Every M3er can make an impact, from day one in any role.
Powered by Team— Be a part of a close-knit group of team members with whom you build trust and share responsibility.
People— Every M3er is unique in their own way, M3 is a collection of unique achievers.
At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits as an M3er
Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.
Diversity, Equity & Inclusion
M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.
Equal Employment Opportunity
M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.
This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.
In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.