We have an opening for a Financial Advisor in our Mooresville, NC office. We have an additional office in High Point, NC, this position will rotate between offices. The ideal candidate will have a NC Life and Health license and a series 65, at a minimum. You must have at least 5 years of experience in this space dealing directly with clients. Our firm has several radio shows and leads are in constant supply. The position will require excellent knowledge and skills with Excel and generally Microsoft Office. You should have excellent writing and interpersonal skills and the ability to manage daily activities. Our firm provides advisory services to approximately 400 clients and is in the process of expanding. Some travel may be required. The ideal candidate will have a high degree of honesty and integrity and be capable of presenting solutions to clients in a cohesive and detailed manner. You should have a minimum of 5 years experience with client relations or similar activities. We offer a base salary and a production bonus percentage. The qualified candidate will earn $120k+ annually. This is an excellent opportunity for an experienced advisor. We provide active leads through our radio show as well as other media activities.
Job Type: Full-time
Pay: $42,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience:
- Financial Services: 5 years (Required)
License/Certification:
- Life and Health License and Series 65 or Equivalent (Required)
Willingness to travel:
Work Location: In person
