What are the responsibilities and job description for the Financial Advisor position at Scheffel Financial Services, Inc.?
Financial Advisor
Scheffel Financial Services, Inc.
Scheffel Financial Services is seeking a Financial Advisor to consult with clients to help them achieve their long-term financial goals such as retirement planning, building wealth, and insurance needs. As an independent firm, we are committed to providing independent, unbiased guidance. We want to build long-lasting relationships with our clients and offer strategies that are customized to their needs and goals.
As an Advisor you will:
- Provide team focused financial guidance and advise clients on retirement planning, building wealth, and insurance needs.
- Build genuine, long-term relationships based on shared values and goals.
- Build our brand through networking in our community.
- Identify client goals using a consultative, client focused approach and develop plans to help clients meet those goals.
- Work closely with CPA’s to provide clients with coordinated investment and tax strategies.
Desired Characteristics
Our culture and our people are important. We are looking for an advisor to become part of the communities we serve. We want to positively impact our clients’ lives by assisting them in reaching their long-term financial goals. You would find success with us if you are:
- Self-motivated, team focused and driven to succeed.
- Motivated by helping others achieve financial goals.
- Strong interpersonal skills to develop client relationships.
Requirements
- Series 7 and 66 required. Life and health licenses as a goal.
- Background check.
- 2 years of experience preferred.
- Minimum of Bachelor’s degree required.
- CFP, CFA, or CPA a plus.
Compensation
- Base Salary: based on experience, ranging from $80,000 to $140,000.
- Bonus Eligibility: This position is eligible for performance-based bonuses tied to individual and firm success.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability Insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid Parental Leave
Salary : $80,000 - $140,000