ValuTeachers

Internal Financial Advisor

Location

Ponte Vedra, FL

Type

Full Time

Benefits:
  • Bonus based on performance
  • Company parties
  • Opportunity for advancement
  • Training & development
  • Free food & snacks

Financial Advisor Job Responsibilities:

  • Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
  • Assist customers and deliver recommendations to ensure these needs are met.
  • Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
  • Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships to increase referrals.
  • Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
  • Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branch are met or exceeded.
  • Understands and adheres to the company’s risk and regulatory standards, policies, and controls. 
  • Completes other related duties as assigned.
Qualifications:

  • Prefer Sales and Customer Service Experience
  • Personal Finance Experience
  • Reporting Skills
  • Attention to Detail
  • Deadline-Oriented
  • Reporting Research Results
  • Confidentiality
  • Time Management
  • Data Entry Management
  • General Math Skills
Education, Experience, and Licensing Requirements:

  • Bachelor’s or master’s degree in finance or related field preferred
  • Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience required
  • Pertinent state Life/Variable Insurance (LAH) licenses required.
  • FINRA Series 7, 63 and 65 or 66 licenses

At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:
 
Securities are offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC. 
Compensation: $100,000.00 - $165,000.00 per year

Company Website: www.valuteachers.com

(if you already have a resume on Indeed)

Or apply here.

* required fields

Location
Or
Or