What are the responsibilities and job description for the Financial Advisor position at Transamerica Agency Network?
Transamerica Agency Network is committed to the belief that wealth and health are fundamentally interconnected, emphasizing that planning for the future starts with decisions made today. We empower clients to thrive both financially and personally by providing tools, knowledge, and strategies for securing long-term financial and life goals. Representing some of the most recognized companies in the financial services industry, we specialize in helping individuals, families, and businesses achieve financial security through education and personalized solutions. Our offerings include a wide range of financial products and services that cater to retirement planning, investment strategies, and income security. Transamerica Agency Network operates as a marketing group within Transamerica, with insurance products provided through United Financial Services, Inc. and affiliated companies.
This is a full-time, on-site role based in Wilmington, NC. The Financial Advisor will work directly with clients to develop and implement tailored financial plans. Responsibilities include providing guidance on financial planning, retirement strategies, investment options, and financial advisory services. The role involves educating clients, evaluating their current financial situations, and helping them make informed decisions to achieve their financial goals. The Financial Advisor will also build and maintain relationships with individuals, families, and businesses.
- Proficiency in Financial Planning, Retirement Planning, and providing tailored financial strategies
- Experience in Finance, Investments, and managing financial portfolios
- Knowledge of Financial Advisory principles and best practices
- Strong interpersonal and communication skills
- Adept at building and maintaining client relationships
- Bachelor’s degree in Finance, Economics, Business Administration, or related field is preferred
- Relevant licensures or certifications (e.g., Series 6, 7, or Certified Financial Planner) are a plus
- Ability to work independently and as part of a team in a dynamic, client-focused environment