Job Summary
As a Financial Advisor, you will connect with individuals locally or nationwide to figure our their financial goals (retirement planning, investments, insurance, etc.) Then offer solutions and steps to reach those goals.
Duties
- Conduct in-depth financial analysis to understand clients' financial situations and goals
- Develop personalized financial plans and investment strategies
- Provide guidance on cash management, estate planning, and retirement planning
- Monitor clients' portfolios and recommend adjustments as needed
- Build and maintain strong customer relationships through regular communication
Qualifications
- Ability to communicate effectively
- Ability to network and be sociable
- Desire to make 6 figures
Job Type: Full-time
Pay: $70,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Life insurance
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Crown Point, IN 46307 (Required)
Ability to Relocate:
- Crown Point, IN 46307: Relocate before starting work (Required)
Work Location: In person
