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: $80,000.00 - $125,000.00 per year

ValuTeachers

Established by a former educator, ValuTeachers is a team of Retirement Specialists who aim to help school employees retire with financial dignity. ValuTeachers was founded on the principle that "Education is not preparation for life; Education is life itself" (John Dewey). Our Retirement Specialists service school systems nationally with 403(b)/IRA/457 plans.

ValuTeachers started as a different kind of retirement company. The founder and President worked as a school teacher and a college professor, teaching our future leaders. After leaving education, they discovered teachers and school employees were taking home less than $2,000 per month from their state pension plan, after thirty years of service. They were outraged that teachers and education professionals were left with so little after working so hard. This visionary set out to build a company that would educate every school employee on planning for their retirement—recognizing that teachers and school employees professionally are undervalued.