What are the responsibilities and job description for the Financial Advisor position at Primerica?
Company Description
Primerica is a reputable provider of financial products and services in North America, serving over 151,000 licensed independent representatives. Founded 48 years ago and publicly traded on the New York Stock Exchange, Primerica focuses on supporting middle-income families with solutions like term life insurance, mutual funds, annuities, and mortgages. Headquartered in Duluth, GA, Primerica operates across the U.S., Canada, Puerto Rico, and Guam. The company is dedicated to promoting financial literacy, empowering individuals, and helping families achieve financial security.
Role Description
We are seeking a Financial Advisor for an on-site role located in Gaithersburg, MD. In this role, you will provide personalized financial guidance, develop financial plans, and deliver tailored advice on services such as investments, retirement planning, and financial products. Your day-to-day responsibilities will include assessing client financial situations, recommending suitable financial solutions, monitoring financial goals, and staying updated on market trends. Client communication, relationship building, and compliance with industry regulations will be key aspects of this role.
Qualifications
- Training is provided . If none
- Experience and expertise in Financial Planning and Finance
- Knowledge of Retirement Planning and Investments strategies
- Strong ability in delivering Financial Advisory and guidance tailored to diverse client needs
- Excellent interpersonal, communication, and relationship-building skills
- Bachelor’s degree in Finance, Business, Economics, or a related discipline (preferred)
- Relevant professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are an asset
- Proficiency in financial software tools and industry compliance standards